Banking Advisor at FNB South Africa

Company:

FNB South Africa

FNB South Africa

Industry: Banking / Financial Services

Deadline: Nov 30, 2025

Job Type: Full Time

Experience: 3 – 5 years

Location: Western Cape

Province: Bellville

Field: Finance / Accounting / Audit

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: November 9, 2025



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