← Back to Connect Jobs
CONNECT VERIFIED

Private Client Advisor

FirstRand / FNB

Durban, KwaZulu-Natal · On-site · Posted Sep 17, 2026

Create your free job-seeker profileGet matched to roles like this. Free, no card needed.
FREE JOB ALERTS

Get alerts for Private Client Advisor jobs in Durban

One email when new matching roles go live on CallTech Connect. Unsubscribe any time.

About this role

Job DescriptionTo 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.RMB Private Bank offers leading wealth management advice and private banking solutions that span all stages of our client’s wealth journey. Our strong record of excellence, combined with a reputation for innovation and a genuine interest in the people we serve, inspires us to craft insightful solutions that evolve as our clients’ financial needs and aspirations change.While most Private Banks compete on the same basis, it is RMB's people, our owner-manager culture, collaborative spirit, and values that distinguish us from the rest. As a respected talent brand, RMB Private Bank creates an environment where exceptional people can create their own opportunities, supported by sound banking principles and innovative thinking.As a Private Wealth Advisor in our High Net Worth/Ultra-High Net Worth team, you will be in a team working closely with our clients and their families, tailoring financial solutions to suit their unique needs while supporting legacy building across generations. RMB Private Bank is seeking experienced Private Wealth Advisors, to form part of our team and provide expert holistic legacy and wealth management advice to our high-net-worth clients.Are You Someone Who CanDeliver exceptional experience and education to Private 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 YouMinimum 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.Signed off on FAIS categories You Will Have Access ToOpportunities to network and collaborate.Earn basic guaranteed rewards with uncapped earning potential.Opportunities to innovate. We Can Be a Match If You AreAble 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.Curious & courageous - you're driven by always wanting to know more and learn more and you're brave enough toObsessed with mastery - you know what it takes to become good at what you do and are constantly pushing yourself to do it.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#RMB#LI-EM1 We look forward to engaging with you further. Apply now!Thank you for your interest in joining our talent community. Please note that this advertisement is not for an active vacancy, and as such you will not receive a decline notice or status update immediately. We are currently gathering applications to build a talent pool for future opportunities. By submitting your application, you will be considered for similar roles that may become available. We appreciate your interest and look forward to potentially working with you in the future. Important Closing Date NoteTake note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.30/11/26All 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.

SalesExcelAIUI
LOCATION
Durban, KwaZulu-Natal
WORK MODE
On-site
JOB TYPE
Not specified
POSTED
Sep 17, 2026

Source: FirstRand / FNB Careers

MORE JOBS LIKE THIS

More Private Client Advisor jobs

Browse all matching jobs →