Banking Advisor-Bellville at FNB South Africa

Company: FNB South Africa

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FNB South Africa

Industry: Banking / Financial Services

Posted: Sep 8, 2025

Deadline: Sep 30, 2025

Job Type: Full Time

Qualification: Bachelors

Experience: 3 – 5 years

Location: Western Cape

City: Bellville

Field: Banking , Sales / Marketing / Retail / Business Development

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 Degree NQF7 level in Finance or Accounting
  • Experience – 3 to 5 years’ experience within a Sales/Service area of a financial environment.
  • 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.

End Date: September 30, 2025

Click here to apply

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