Private Wealth Advisor - Sales Role at FNB in Ermelo, Mpumalanga
FNB · Ermelo, Mpumalanga
Overview
FNB is looking for a Private Wealth Advisor to join their team in Ermelo, Mpumalanga. You will help private clients with wealth creation, accumulation, and protection while driving sales growth. This role offers uncapped earning potential on top of a basic salary, plus opportunities to network and collaborate with industry experts. If you have a relevant degree and RE5 certification, this could be your next career move.
About the role
As a Private Wealth Advisor at FNB, you will deliver an exceptional experience to private wealth clients by focusing on foundational strategies for wealth creation, accumulation, and protection. You will apply money management principles to deepen client engagement and drive vertical sales index growth.
What you can expect to do:
- Educate private clients on basic wealth creation and accumulation strategies
- Increase vertical sales index and drive client retention through contextual money management principles
- Market and understand all financial services solutions within the relevant business offering
- Assist with profit growth by effectively managing the leads pipeline
- Produce high quality outputs within agreed deadlines
Important application note: This advertisement is for a talent pool for future opportunities, not an active vacancy. Applications will not be accepted on or after 30 December 2026. Apply via FNB's official site.
Requirements
- Minimum Qualification: Relevant NQF level 7 FSCA approved Degree
- RE5 Regulatory Compliance Certificates with relevant COB (Class of Business)
- 3 to 5 years experience within a Sales or Service area of a financial environment
- Signed off on FAIS categories
- Able to build sound relationships based on trust and openness
- Contribute to a culture of service excellence
- Curious and courageous with a drive to learn more
- Obsessed with mastery and constantly pushing yourself to improve
Responsibilities
- Deliver exceptional experience and education to private clients on basic wealth creation and accumulation
- Increase vertical sales index and drive client retention and entrenchment through contextual money management principles
- Understand and market all financial services solutions within the relevant business offering
- Assist with profit growth for the business through effective management of the leads pipeline
- Produce consistently high quality outputs within agreed deadlines
- Ensure growth and increase in customer base by managing existing clients, generating new leads, and growing active customer account base
- Comply with relevant statutory, legislative, policy, and governance requirements as well as set processes and procedures related to area of specialization
Benefits
Opportunities to network and collaborate, basic guaranteed rewards with uncapped earning potential, opportunities to innovate
Job details
- Organisation
- FNB
- Location
- Ermelo, Mpumalanga
- Job type
- Full time
- Experience level
- Mid (3+ years)
- Education
- Bachelor
- Category
- Sales & Business Dev
- Posted
- 4 October 2026 (1 month ago)
- Closing date
- 30 December 2026
- Application Method
- Apply online
Success Guide
Applying for a Private Wealth Advisor role at FNB means you are stepping into a serious financial sales career. Make sure your CV clearly shows your RE5 certification and FAIS sign off, because these are non negotiable for this position. Highlight any experience you have with private clients or wealth products, and be ready to talk about how you build trust and grow a client base.
Interviews for this kind of role often include scenario based questions about how you would handle client retention or meet sales targets. Prepare examples from your past work where you increased sales or kept clients happy. Also note that this listing is for a talent pool, so you might not hear back immediately, but it is still worth applying if you meet the requirements.
How we help you prepare
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