Banking Advisor

FNB South Africa; Bellville; On-site; ZAR 400,000 - 600,000; Full time

Job summary

A leading banking institution seeks a proactive individual to manage a portfolio of affluent clients. The ideal candidate will collaborate with Private Bankers to enhance client relationships and drive financial service solutions. A strong background in sales and finance is essential, along with a commitment to service excellence and compliance with statutory requirements.

Benefits

Opportunities to network and collaborate

Challenging working opportunities to innovate

Qualifications

• Minimum qualification RE5 Certificate with a Degree NQF7 (FSCA Approved).
• 3 to 5 years’ experience in a Sales/Service area of a financial environment.
• Must not be unrehabilitated insolvent.

Responsibilities

• Manage a portfolio of affluent clients and provide analysis and service fulfillment.
• Build trust-based relationships and foster service excellence.
• Generate new leads and grow the active customer account base.

Skills

Sales

Client Relationship Management

Financial Analysis

Education

RE5 Certificate

Degree NQF7 in Finance or Accounting

Job description

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Job Description

Proactively manage a portfolio of affluent clients by collaborating with a team of Private Bankers. The role involves proactively managing a portfolio of affluent clients alongside a team of Private Bankers by providing analysis, research, sales, and service fulfillment to identify new client opportunities and grow existing portfolios. Key responsibilities include building trust-based relationships, fostering a culture of service excellence, marketing financial services solutions, managing the leads pipeline for profit growth, and consistently delivering high-quality outputs within deadlines.

Job Description

Proactively manage a portfolio of affluent clients by collaborating with a team of Private Bankers. The role involves proactively managing a portfolio of affluent clients alongside a team of Private Bankers by providing analysis, research, sales, and service fulfillment to identify new client opportunities and grow existing portfolios. Key responsibilities include building trust-based relationships, fostering a culture of service excellence, marketing financial services solutions, managing the leads pipeline for profit growth, and consistently delivering high-quality outputs within deadlines.

Welcome to FNB, the home of the changeables. We design shapeshifters and deliver products and services that make us incredibly proud of people that make it happen. As part of our Private Banking & Advisory Team, you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious.

Now’s the time to imagine your potential in a team where experts come together and ignite effective change.

You Will Be An Ideal Candidate If You

• Minimum Qualification - RE5 Certificate with a Degree NQF7 (FSCA Approved) level in Finance or Accounting
• Experience - 3 to 5 years’ experience within a Sales/Service area of a financial environment, Banking would be preferred.
• A person must not be unrehabilitated insolvent.
  
  

You Will Have Access To

• Opportunities to network and collaborate.
• Challenging Working Opportunities to innovate.
  
  

We Can Be a Match If You Are

• Curious & courageous - you are driven by always wanting to know more and learn more and you are brave enough to Obsessed 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 and set processes and procedures related to specialization.
  
  

Are you interested to take the step? We look forward to engaging with you further. Apply now!

Additional Requirements

In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check.

All appointments will be made in line with the Bank’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 third parties.

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Job Details

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

31/05/25

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.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance, Sales, and Business Development

• Industries

  Banking, Financial Services, and Individual and Family Services

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