Job Description

• The Banking Advisor Academy role involves proactively managing a portfolio of affluent clients alongside a team of Private Bankers, focusing on analysis, research, sales, and service fulfillment to identify opportunities for acquiring new clients and expanding existing client portfolios. Incubation training period of 3-6 months.  Key responsibilities include building trust-based relationships, fostering a culture of service excellence, marketing financial services solutions, managing the leads pipeline to drive profit growth, and consistently delivering high-quality outputs within set 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 Required – 2 to 3 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.