Banking Advisor Affluent

FNB South Africa; Ermelo; On-site; ZAR 420,000 - 660,000; Full time

Benefits offered by this job

Networking opportunities

Challenging opportunities to innovate

Job summary

FNB South Africa is seeking an analytical Banking Analyst to deliver value-driven insights and strategic financial solutions. You will build strong client relationships, assess risks, and contribute to the growth of our wealth management offerings.

In this role you will collaborate across teams to provide timely reports, maintain leads, and ensure compliance with regulatory requirements while aiming to exceed targets and drive service excellence for every client interaction.

Qualifications

• FSCA approved Degree NQF7 level in Finance, Economics, Investments, or related field.
• 3–5 years’ banking, wealth management, or financial analysis experience.
• Must not be unrehabilitated or insolvent.

Responsibilities

• Deliver relevant advice and solutions aligned to customer needs and market trends.
• Manage administration efficiently through planning, reporting, and updates.
• Compile insightful reports to support informed decision-making.
• Maintain and manage a strong leads pipeline.
• Drive business growth through new client acquisition and increased sales.
• Meet financial targets while maintaining high service standards.
• Identify and secure profitable, creditworthy clients.

Skills

Client-focused

Analytical

Regulatory awareness

Innovative mindset

Results driven

Education

FSCA approved Degree NQF7 in Finance/Economics/Investments

Job description

Job Description

Welcome to FNB, the home of the #changeables.

Job Description

Welcome to FNB, the home of the #changeables.

Are You Someone Who Can

• Deliver relevant advice and solutions aligned to customer needs and market trends
• Manage administration efficiently through effective planning, reporting, and updates
• Compile insightful reports to support informed decision-making
• Maintain and manage a strong leads pipeline
• Support sales through client analysis and proactive engagement
• Drive business growth through new client acquisition and increased sales
• Meet financial targets while maintaining high service standards
• Identify and secure profitable, creditworthy clients
• Grow and retain the customer base through strong relationship management
• Use resources responsibly to support cost control
• Provide exceptional, innovative service that exceeds client expectations
• Build a culture of service excellence and strong stakeholder relationships
• Ensure compliance with all regulatory and internal processes
• Continuously improve ways of working and drive innovation
• Promote and understand all relevant financial solutions
• Seek feedback and development opportunities to enhance performance
• Collaborate effectively across teams and the broader organisation

You Will Be An Ideal Candidate If You Have

• Minimum Qualification – FSCA approved Degree NQF7 level in Finance, Economics, Investments, or related field.
• Experience - 3 to 5 years’ experience in banking, wealth management, or financial analysis
• A person must not be unrehabilitated and insolvent.

You Will Have Access To

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

We Can Be a Match If You Are

• Client focused with the ability to deliver value-driven insights
• Analytical and financial skills with sound decision-making ability
• Risk aware with understanding of regulatory requirements
• Innovative mindset with a focus on continuous improvement
• Results-driven with the ability to meet deadlines and deliver impact

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

Important Closing Date Note

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

06/09/26

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.