Banking Advisor Wealth

Job Description

To assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers 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.

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.

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

Are you someone who can:

Pro-actively manage a portfolio of affluent clients with a team of Private Bankers through provision of analysis, research, 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.

Build and manage stakeholder relationships to enable operational success.

Maintain strong internal partnerships that support Private Bankers and enhance client satisfaction.

Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.

Understand and market all financial services solutions within the relevant business offering.

Assist with profit growth for the business through ensure effective management of the leads pipeline.

Consistently produce high-quality outputs within agreed deadlines.

You will be an ideal candidate if you have:

Relevant bachelor’s degree – NQF 7, FSCA-approved Examples: Finance, Economics, Investment Management, Financial Planning, Business Management.

RE5 Regulatory Compliance Certificates with relevant COB (Class of Business) Meet all requirements on SUB-CATS.

Experience - 3 to 5 years’ experience within a Sales/Service area in a financial service environment.

You will have access to:

Opportunities to network and collaborate.

Earn basic guaranteed rewards with uncapped earning potential.

Opportunities to innovate.

Directly impact client satisfaction and business success through your contribution

We can be a match if you are:

Able to build sound relationships based on trust and openness.

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.

#LI-NK3

#POST

#FNB

If you meet the minimum requirements and are passionate about building exceptional client experiences, submit your application.

Important Closing Date Note

09/06/26

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.