Banking Advisor

FNB South Africa; Gqeberha; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial institution in Gqeberha is seeking an individual to assist in managing affluent client portfolios. The role involves client engagement through analysis and service fulfillment, focusing on growth and stakeholder management. The ideal candidate should possess a RE5 certificate and a degree in Finance or Accounting, along with 3-5 years of relevant experience. The position encourages trust-based relationships and aims at enhancing customer satisfaction while complying with legislative requirements.

Benefits

Opportunities to network and collaborate

Challenging working opportunities to innovate

Qualifications

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

Responsibilities

• Proactively manage a portfolio of affluent clients.
• Build sound relationships based on trust and openness.
• Contribute to a culture of service excellence.
• Assist with profit growth through effective management of leads pipeline.
• Consistently produce high-quality outputs.

Skills

Sales/Service expertise

Relationship management

Client portfolio management

Trust and openness

Financial services marketing

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.

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.

07/12/25

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.