Private Clients Advisor
- Location
- United States
- Listed
- 3 days ago
About the role
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
- Proactively grow the balance sheet of an allocated customer, deliver exceptional experience and education to portfolio of clients on wealth creation?
- Deliver exceptional experience and education to portfolio of clients on wealth creation?
- Increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles?
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)
- 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.
- Participate in planned activities that are appropriate for own development.
You will be an ideal candidate if you
We can be a match if you are
- Able to build sound relationships based on trust and openness.
- Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.
- Conduct digital client reviews within the context of client engagements.
- Consult with SMEs on complex products to provide appropriate product advise.
- Execute on opportunities to expand our customer base with creditworthy and potentially profitable customers.
- Provide appropriate banking and financial solutions across an allocated portfolio of clients.
- 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.
- #Post
- #FNB
- #LI-AA1
- 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.
21/11/26
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 Clients Advisor role at FirstRand, it shows how your resume fits, tailors your resume to the posting, and prepares the application for you to review.
See how you fit
Openings from employer career sites are ranked against your whole resume—and searchable inside Claude, ChatGPT, and Cursor via Rolev.ai MCP.
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Draft the full kit
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1-Click Extension Autofill
The Chrome extension fills the employer's Greenhouse, Workday, Lever, or Ashby form in 1 click. You review it and press Submit.
Common questions
Where is the Private Clients Advisor job at FirstRand located?
This Private Clients 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 Clients 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.