Banking Advisor
1 week ago
Overview Welcome to FNB, the home of the chargeables. We design shapeshifters and deliver products and services that make us incredibly proud of the 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 is the time to imagine your potential in a team where experts come together and ignite effective change. Responsibilities Proactively manage a portfolio of affluent clients with a team of Private Bankers through analysis, research, sales, and service fulfillment, identifying additional opportunities for new clients and growing a portfolio of existing clients through effective stakeholder management. Build sound relationships based on trust and openness. Contribute to a culture of service excellence, building positive relationships and providing opportunities for feedback and exceptional service. Understand and market all financial services solutions within the relevant business offering. Assist with profit growth for the business by ensuring effective management of the leads pipeline. Consistently produce high‑quality outputs within agreed deadlines. Qualifications Minimum qualification: RE5 Certificate with a degree (NQF 7 level) in Finance or Accounting. Experience: 3 to 5 years in a sales or service role within a financial environment. A person must not be unrehabilitated insolvent. Additional Requirements In accordance with the 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. Opportunities Opportunities to network and collaborate. Challenging working opportunities to innovate. Ideal Candidate Profile Curious & courageous – driven by a constant desire to learn more. Obsessed with mastery – constantly pushing to improve and excel at what you do. Ensures growth and increases customer base by managing existing clients, generating new leads, and growing active customer accounts. Adheres to statutory, legislative, policy and governance requirements and maintains related processes and procedures. EEO & Disability Information The Bank supports the recruitment and advancement of individuals with disabilities. In order to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless required by law to disclose it to third parties. Applications will not be accepted on or after 30/09/25. Kindly submit applications ahead of the closing date indicated above. #J-18808-Ljbffr
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Banking Advisor
1 week ago
Cape Town, South Africa Rmb Nigeria Limited Full timeBanking Advisor page is loaded## Banking Advisorlocations : Cape Towntime type : Full timeposted on : Posted Todaytime left to apply : End Date : October 31, (7 days left to apply)job requisition id : R Job Description To assist in proactively managing a portfolio of affluent clients with a team of Private Bankers through provision of analysis, research,...
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Customer-Centric Banking Advisor
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Cape Town, South Africa FNB Namibia Full timeA leading financial services provider based in Cape Town is seeking a Branch Advisor to enhance customer experience and provide tailored financial solutions. The ideal candidate will have a financial qualification (NQF5 or higher) and 1-2 years of client services experience. Responsibilities include educating customers on banking platforms and achieving...
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Customer-Centric Banking Advisor
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Cape Town, South Africa FirstRand Namibia Limited Full timeA leading financial services provider in Cape Town is looking for a Branch Advisor to enhance customer experiences. Ideal candidates will have a financial qualification (NQF5 or higher) and 1-2 years of experience in client services. Key responsibilities include building client relationships, educating customers on banking solutions, and achieving sales...
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Customer-Centric Banking Advisor
4 days ago
Cape Town, South Africa RMB Full timeA leading financial institution is seeking a Branch Advisor in Cape Town. The ideal candidate should enhance customer experience, build strong client relationships, and provide tailored financial solutions. Responsibilities include educating customers on banking platforms, achieving sales targets, and staying updated on industry trends. Candidates must hold...
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Banking Advisor
1 week ago
Cape Town, South Africa FirstRand Full timeJob Description Hello future - Banking Advisor - Affluent Welcome to FNB, the home of the chargeables. 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...
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Private Banking Advisor
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Cape Town, South Africa FirstRand Full timeJob Description To assist in proactively managing 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. Hello...
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Banking Advisor Wealth
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Private Banking Advisor
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Cape Town, South Africa FirstRand Full timeJob Description Hello future Private Banking Advisor 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. Now’s the time to...
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Banking Advisor
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Cape Town, South Africa FirstRand Full timeJob Description To assist in proactively managing 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. Welcome...
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Banking Specialist
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Cape Town, South Africa Rmbwestport Full timeJob Description The Banking Specialist in Private Banking is a dedicated expert in financial products and services, focused on delivering customized solutions to ultra‑and high‑net‑worth clients. The role involves direct client engagement to understand and meet their unique financial goals. Success depends on managing multiple complex processes and...