Banking Advisor

FirstRand group; Gauteng; On-site; ZAR 300,000 - 450,000; Full time

Job summary

A leading company in the financial sector seeks a Banking Advisor for the Affluent segment. The ideal candidate will proactively manage a portfolio of clients, driving sales and service excellence while addressing statutory compliance. Applicants must possess specific qualifications and experience, thriving in a culture of innovation and collaboration.

Benefits

Opportunities to network and collaborate

Challenging opportunities to innovate

Qualifications

• Minimum qualification RE5 Certificate and Degree NQF7 in Finance or Accounting.
• 2-3 years experience in Sales/Service within a financial environment, banking preferred.

Responsibilities

• Manage a portfolio of affluent clients through analysis, research, and sales.
• Build relationships to contribute to service excellence and growth.
• Assist with profit growth by managing leads pipeline.

Skills

Relationship Building

Client Management

Sales

Service Excellence

Market Awareness

Education

RE5 Certificate

Degree NQF7 (FSCA Approved) in Finance or Accounting

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 fulfillment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management.

BANKING ADVISOR - PORTSIDE - Affluent

Welcome to FNB, the home of the changeables. We design shapeshifters and deliver products and services that make us incredibly proud of people that 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 to identify new business opportunities and grow existing client relationships.
• 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 by effectively managing the leads pipeline.
• Consistently produce high-quality outputs within deadlines.

You will be an ideal candidate if you :

• Hold a minimum qualification of RE5 Certificate and a Degree NQF7 (FSCA Approved) 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 initiative.
• Obsessed with mastery — committed to becoming skilled and continuously improving.
• Focused on growth — managing existing clients, generating new leads, and increasing active customer accounts.
• Compliant — adhering to 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).

Note: Applications will not be accepted after 06/07/25. Please submit your application before the deadline.

All appointments will align with FirstRand Group’s Employment Equity plan. We support the recruitment and advancement of individuals with disabilities; candidates may disclose disability information voluntarily.