Private Wealth Advisor Job – FNB Pretoria (2026)
Apply for the Private Wealth Advisor job at FNB in Pretoria. Learn responsibilities, requirements, and apply before 3 April 2026.If you're looking to grow your career in wealth management and private banking, this Private Wealth Advisor role at First National Bank is a strong opportunity. Based in Pretoria, the role focuses on delivering personalized financial advice, building client relationships, and driving portfolio growth.
Job Overview
- Position: Private Wealth Advisor-2
- Company: First National Bank (FNB)
- Location: Pretoria, South Africa
- Job Type: Full-Time
- Job ID: R42912
- Application Deadline: 3 April 2026
About the Role
The Private Wealth Advisor is responsible for providing expert financial advice to high-value clients. The role focuses on wealth creation, financial planning, and client retention, while delivering tailored banking and investment solutions.Key Responsibilities
Client Relationship Management
- Build and maintain strong relationships with private wealth clients
- Conduct regular client reviews and financial assessments
- Deliver exceptional customer experience aligned with FNB standards
Wealth Management and Advisory
- Advise clients on wealth creation, accumulation, and protection strategies
- Provide holistic financial solutions tailored to client needs
- Identify local and offshore investment and fiduciary opportunities
- Support clients with philanthropy and financial planning strategies
Sales and Portfolio Growth
- Achieve revenue and profit targets through portfolio growth
- Identify new business opportunities and cross-selling potential
- Increase client retention and engagement
Compliance and Risk Management
- Ensure compliance with regulatory and audit requirements
- Follow all internal policies and procedures
- Maintain high ethical standards in financial advisory services
Collaboration and Development
- Work closely with internal teams across the FirstRand Group
- Participate in professional development activities
- Contribute to innovation and improved service delivery
Key Skills and Competencies
- Strong financial advisory and wealth management knowledge
- Excellent relationship-building and communication skills
- Sales and target-driven mindset
- Analytical and strategic thinking
- Understanding of investment products and financial planning
- High level of professionalism and ethical conduct
Why Apply?
Working with First National Bank offers:- Exposure to private banking and wealth management clients
- Opportunities for career growth in financial advisory
- A collaborative and high-performance environment
- Access to continuous learning and development.
Private Wealth Advisor-2
Job Description To deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles...
firstrand.wd3.myworkdayjobs.com
Application Deadline
Submit your application before 3 April 2026.Final Thoughts
This Private Wealth Advisor job in Pretoria is ideal for professionals aiming to build a career in wealth management and private banking. With a focus on client relationships and financial growth, the role offers a rewarding path within First National Bank.
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