Banking Advisor

FNB South Africa; Gqeberha; On-site; ZAR 300,000 - 500,000; Full time

Job summary

A leading financial institution in Gqeberha seeks a candidate to manage a portfolio of affluent clients while providing analysis, research, and service fulfillment. The ideal candidate will have an RE5 Certificate and a degree in Finance or Accounting with 3-5 years of relevant experience. The role emphasizes building trust-based relationships and adhering to statutory regulations. Opportunities for networking and innovation are provided.

Benefits

Opportunities to network and collaborate

Challenging working environment

Qualifications

• 3-5 years of experience in a Sales/Service area of a financial environment.
• Must not be unrehabilitated insolvent.

Responsibilities

• Manage a portfolio of affluent clients effectively.
• Contribute to profit growth through lead management.
• Comply with relevant statutory and governance requirements.

Skills

Proactive client management

Relationship building

Service excellence

Financial services marketing

Lead management

Time management

Education

RE5 Certificate

Degree NQF7 in Finance or Accounting

Job description

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

Welcome to FNB, the home of the chargeables.

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 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.
• Build sound relationships based on trust and openness.
• Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.
• Understand and market all financial services solutions within the relevant business offering.
• Assist with profit growth for the business through ensure effective management of the leads pipeline.
• Consistently produce high-quality outputs within agreed deadlines.
  
  

You Will Be An Ideal Candidate If You

• Minimum Qualification - RE5 Certificate with a Degree NQF7 level in Finance or Accounting
• Experience - 3 to 5 years’ experience within a Sales/Service area of a financial environment.
• A person must not be unrehabilitated insolvent.
  
  

You Will Have Access To

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

We Can Be a Match If You Are

• Curious & courageous - you are driven by always wanting to know more and learn more and you are brave enough to Obsessed with mastery - you know what it takes to become good at what you do and are constantly pushing yourself to do it.
• Ensure growth and increase in customer base by ensuring the management of existing clients, generates new leads and grows active customer account base.
• Comply with relevant statutory, legislative, policy and governance requirements and set processes and procedures related to specialization.
  
  

Additional Requirements

In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check.

All appointments will be made in line with the Bank’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to third parties.

#POST

#FNB

Job Details

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

31/08/25

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. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.