Banking Advisor needed at FNB South Africa

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.

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 – RE5 Certificate with a bachelor’s degree at NQF7 level in Finance, Business Management or Accounting
• Experience – 3 to 5 years’ experience within a Sales/Service area of a financial environment i.e. Banking, Insurance & Investments
• A person must not be unrehabilitated insolvent

End Date: December 7, 2025