Banking Advisor

firstrand; Cape Town; On-site; ZAR 300,000 - 450,000; Full time

Job summary

A leading financial institution is seeking a Banking Advisor to manage a portfolio of affluent clients. The ideal candidate will have a RE5 Certificate and a degree in Finance or Accounting, coupled with 2-3 years of experience in sales within a financial context. This role involves relationship management, service excellence, and the identification of growth opportunities for clients, all while working alongside a dynamic team in a rewarding environment.

Benefits

Opportunities to network and collaborate

Challenging opportunities to innovate

Qualifications

• Minimum qualification of RE5 Certificate.
• Degree NQF7 (FSCA Approved) in Finance or Accounting required.
• 2 to 3 years’ experience in Sales/Service within a financial environment.

Responsibilities

• Manage a portfolio of affluent clients through analysis, research, and sales.
• Identify new opportunities and grow existing client portfolios.
• Build relationships based on trust and openness.

Skills

Relationship Building

Sales

Stakeholder Management

Customer Service

Analytical Skills

Education

RE5 Certificate

Degree NQF7 in Finance or Accounting

Job description

Time left to apply: End Date: July 6, 2025 (9 days left to apply)

Job requisition id: R35783

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 goal of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management.

BANKING ADVISOR - PORTSIDE

Welcome to FNB, the home of the changeables. We design shapeshifters and deliver products and services that make us incredibly proud of the people who make it happen. As part of our Private Banking & Advisory Team, you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious.

Now’s the time to imagine your potential in a team where experts come together and ignite effective change.

Are you someone who can:

• Proactively manage a portfolio of affluent clients with a team of Private Bankers through analysis, research, sales, and service fulfillment, aiming to identify new opportunities and grow existing client portfolios through stakeholder management.
• Build sound relationships based on trust and openness.
• Contribute to a culture of service excellence, building positive relationships and providing opportunities for feedback and exceptional service.
• Understand and market all financial services solutions within the relevant business offering.
• Assist with profit growth for the business by effectively managing the leads pipeline.
• Consistently produce high-quality outputs within deadlines.

You will be an ideal candidate if you:

• Have a minimum qualification of RE5 Certificate and a Degree NQF7 (FSCA Approved) level in Finance or Accounting.
• Have 2 to 3 years’ experience in Sales/Service within a financial environment; banking experience preferred.
• Are not unrehabilitated insolvent.

You will have access to:

• Opportunities to network and collaborate.
• Challenging opportunities to innovate.

We can be a match if you are:

• Curious & courageous — driven by a desire to learn and brave enough to take on challenges.
• Obsessed with mastery — committed to becoming skilled and continuously improving.
• Focused on growth — managing existing clients, generating new leads, and expanding active customer accounts.
• Compliant with relevant statutory, legislative, policy, and governance requirements.

Interested in taking the next step? We look forward to engaging with you. Apply now!

Additional Requirements

Applicants will require a credit record check in accordance with the National Credit Act (NCA).

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#POST

#FNB

Job Details

Please submit your application before the closing date: July 6, 2025.

All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. Candidates may disclose disability information voluntarily; this will be kept confidential unless required by law.

Introduce Yourself

Introduce yourself to our recruiters. We will contact you if there's a suitable role.

For queries, please log via MyQ.

About Us

FNB serves retail and commercial customers with a range of financial and insurance products, innovative savings and investment solutions, and a digital universe to navigate life's challenges. Recognized globally, FNB has won multiple awards, including the Strongest Banking Brand in the World in 2023. We offer opportunities to build an exciting and rewarding career, especially if you want to make a meaningful impact on people's lives.