Banking Advisor Wealth
FirstRand Corporate CentreCape Town, Western Cape, South Africa
Posted April 9, 2026
Full Time
About the Company
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.
Job Description
Job Description: To assist in proactively managing a portfolio of RMB Private Wealth Clients with a team of Private Advisors through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management.
Requirements
- Relevant Degree in Finance, Economics or Accounting (CFP preferred)
- 3 to 5 years’ experience in a Investment, Financial Planning, Wealth Management, and client facing environment as a Financial Advisor (Banking experience will be an advantage)
- Full understanding of money management principles
- Sound working knowledge of required business-related systems.
- Sound working knowledge of Banking and Financial Services Regulatory requirements.