Company:
FNB South Africa
Industry: Banking / Financial Services
Deadline: Nov 30, 2025
Job Type: Full Time
Experience: 3 – 5 years
Location: Eastern Cape
Province: Port Elizabeth
Field: Finance / Accounting / Audit
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.
About the Role
- 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.
Responsibilities.
- 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.
Essential Requirement & Qualifications
- 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.
Required Skills
- Curious & courageous → Resilient Learning & Exploration
- Obsessed with mastery → Commitment to Excellence
- Client growth and lead generation → Business Development & Portfolio Expansion
- Compliance with governance and policy → Professional Integrity & Regulatory Adherence
End Date: November 19, 2025
