Affluent Banking Advisor: Client Growth & Insights

Fnbnamibia; Cape Town; On-site; ZAR 509,000 - 690,000; Full time

Job summary

FNB in Cape Town is seeking a Banking Advisor Affluent to support proactive management of affluent client portfolios. You will partner with Private Bankers to deliver analysis, conduct research, and ensure seamless execution of sales and service activities.

The role focuses on onboarding new clients and expanding relationships. The ideal candidate holds an NQF7 degree in Finance/Economics/Accounting, has an RE5 qualification, and 2-3 years in banking sales/service.

Qualifications

• Relevant NQF7 Level Degree in Finance, Economics or Accounting.
• Completed RE5 qualification
• Have 2 - 3 years’ experience within a Sales/Service area of a banking / financial environment.

Responsibilities

• Provide sound services and recommendations based on customer needs and market trends.
• Efficient administration through planning, reporting and updating information.
• Manage leads pipeline and support sales through client portfolio analysis.

Education

Finance/Economics/Accounting degree (NQF7)

RE5 qualification

Job description

FNB in Cape Town is seeking a Banking Advisor Affluent to support proactive management of affluent client portfolios. You will partner with Private Bankers to deliver analysis, conduct research, and ensure seamless execution of sales and service activities.

The role focuses on onboarding new clients and expanding relationships. The ideal candidate holds an NQF7 degree in Finance/Economics/Accounting, has an RE5 qualification, and 2-3 years in banking sales/service.