Affluent Banking Advisor: Portfolio Growth & Advisory

RMB Nigeria Limited; Cape Town; On-site; ZAR 300,000 - 420,000; Full time

Job summary

FNB is looking for a Banking Advisor Affluent in Cape Town to support affluent client portfolio management alongside Private Bankers. The role focuses on identifying onboarding opportunities and expanding relationships, with emphasis on timely administration and insightful analysis.

The ideal candidate holds an NQF7 degree in Finance, Economics or Accounting, has RE5, and 2-3 years in banking sales or service. Credit checks may be required, with a closing date of 30/09/26.

Qualifications

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

Responsibilities

• Provide sound services and recommendations based on customer and client needs, current information, and trends.
• Compile reports that track progress and guide business decisions.
• Assist with lead management and client engagement to support sales growth.

Education

NQF7 Degree in Finance, Economics or Accounting

Job description

FNB is looking for a Banking Advisor Affluent in Cape Town to support affluent client portfolio management alongside Private Bankers. The role focuses on identifying onboarding opportunities and expanding relationships, with emphasis on timely administration and insightful analysis.

The ideal candidate holds an NQF7 degree in Finance, Economics or Accounting, has RE5, and 2-3 years in banking sales or service. Credit checks may be required, with a closing date of 30/09/26.