Academy Banking Advisor Vacancy At Fnb

Ajtechnicaldr; Johannesburg; On-site; ZAR 30 000 - 60 000; Full time

Job summary

An established industry player is seeking an Academy Banking Advisor to manage affluent client portfolios. This role involves analyzing financial needs, fostering relationships, and marketing tailored financial solutions. With a focus on service excellence, you will collaborate with a team of Private Bankers to drive growth and innovation. The position offers a challenging work environment and opportunities for networking and professional development. If you have a passion for finance and client engagement, this is the perfect opportunity to advance your career.

Benefits

Networking Opportunities

Challenging Work Environment

Opportunities to Innovate

Qualifications

• Must hold a RE5 Certificate and a Degree NQF7 in Finance or Accounting.
• 2-3 years of experience in Sales or Service in a financial environment.

Responsibilities

• Build trust-based relationships with affluent clients.
• Manage leads pipeline to drive profit growth.
• Deliver high-quality outputs within set deadlines.

Skills

Sales Skills

Client Relationship Management

Financial Analysis

Research Skills

Education

RE5 Certificate

Degree NQF7 in Finance or Accounting

Job description

FNB Academy Banking Advisor Vacancy

FNB is recruiting and accepting applications for the role of Academy Banking Advisor.

The Banking Advisor Academy involves proactively managing a portfolio of affluent clients alongside a team of Private Bankers. The role focuses on analysis, research, sales, and service fulfillment to identify opportunities for acquiring new clients and expanding existing client portfolios. The incubation training period lasts 3-6 months.

Key Responsibilities

• Building trust-based relationships
• Fostering a culture of service excellence
• Marketing financial services solutions
• Managing the leads pipeline to drive profit growth
• Delivering high-quality outputs within set deadlines

Minimum Qualifications

• RE5 Certificate with a Degree NQF7 (FSCA Approved) level in Finance or Accounting

Experience

• 2 to 3 years' experience in Sales or Service within a financial environment, preferably Banking

Additional requirements include:

• Must not be unrehabilitated insolvent

Opportunities

• Networking and collaboration opportunities
• Challenging work environment
• Opportunities to innovate

If you are interested in taking this step, we look forward to engaging with you further.