Private Advisor
- Location
- United States
- Listed
- 3 days ago
About the role
To provide an exceptional experience to private clients focused on foundational wealth creation, accumulation, and protection strategies. Enhance client engagement and loyalty by applying contextual Money Management principles, driving growth in the Vertical Sales Index (VSI), and fostering long-term client retention and entrenchment.
Hello future Private Advisor
Welcome to FNB, the home of the #changeables.
We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.
Now's the time to imagine your potential in a team where experts come together and ignite effective change.
Are you someone who can
- Deliver exceptional experience and education to Private Clients/Private Clients RMB clients on basic wealth creation, accumulation.
- Increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles.
- Understand and market all financial services solutions within the relevant business offering.
- Assist with profit growth for the business through ensuring effective management of the leads pipeline.
- Produce consistently high-quality outputs within agreed deadlines.
You will be an ideal candidate if you
- Minimum Qualification - Relevant NQF level 7 FSCA approved Degree.
- RE5 Regulatory Compliance Certificates with relevant COB (Class of Business) Meet all requirements on SUB-CATS.
- Experience - 3 to 5 years' experience within a Sales/Service area of a financial environment.
You will have access to
- Opportunities to network and collaborate.
- Earn basic guaranteed rewards with uncapped earning potential.
- Opportunities to innovate.
We can be a match if you are
- Signed off for supervision of all your SUB-CATS
- Able to build sound relationships based on trust and openness.
- Ensure growth and increase in customer base by ensuring the management of existing clients, generates new leads and grows 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.
This role is advertised for talent pipeline purposes and is not linked to an immediate vacancy.
- #Post
- #FNB
- #LI-CR1
- Important Closing Date Note
Additional information
Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.
30/12/26
All appointments will be made in line with FirstRand Group's Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.
From FirstRand's careers page, first listed on Rolev.ai on November 6, 2026. Rolev.ai is not the employer.
How Rolev.ai helps with this application
Rolev.ai is a job search and application tool for US job seekers. For this Private Advisor role at FirstRand, it shows how your resume fits, tailors your resume to the posting, and prepares the application for you to review.
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Common questions
Where is the Private Advisor job at FirstRand located?
This Private Advisor position at FirstRand is located in United States. Always check FirstRand's application page for specific state eligibility or relocation policies.
How do I apply for the Private Advisor position at FirstRand?
This listing links directly to FirstRand's Workday application page. You can apply directly on FirstRand's site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the Workday application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.