Banking Advisor

1 week ago

Bellville, Western Cape, South Africa FNB South Africa Full time

Job 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 future 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.

Are You Someone Who Can

  • Proactively manage a portfolio of affluent clients with a team of Private Bankers through provision of analysis, research, sales and service fulfillment with the intent of identifying additional opportunities for banking 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, 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

  • Minimum Qualification - Relevant NQF level 7 FSCA approved Degree.
  • 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.

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.
POST
FNB

*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.*
04/01/26

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.

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