Role Overview

FNB (Private Segment) needs a Private Wealth Advisor who can step into a practical role in Bedfordview. A key part of the work involves Identify opportunities across investments, lending, insurance, and transactional banking.

Key Responsibilities

Support the team by managing o Complex investment and lending portfolios.
Take responsibility for the core day-to-day work expected of a Private Wealth Advisor.
Work with colleagues, customers or suppliers to keep work moving and issues visible.
Keep records, updates and handovers clear so decisions can be made with confidence.
Maintain a professional standard of delivery, communication and follow-through.

Requirements

Relevant experience in investment or a closely related field.
Good planning habits, attention to detail and reliable follow-through.
Comfort working to agreed standards while adapting when operational needs change.