Banking Advisor Affluent

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

Job summary

A leading financial institution in Gauteng is seeking a candidate to manage a portfolio of affluent clients. The role requires strong sales skills, a relevant financial degree, and experience in a banking environment. You will provide excellent client service and contribute to the growth of existing portfolios while also acquiring new clients. This position promotes a culture of service excellence and continuous improvement.

Qualifications

• 2-3 years of experience in sales/service within a banking or financial environment.
• Completion of the RE5 qualification.

Responsibilities

• Assist in managing a portfolio of affluent clients.
• Provide sound services and recommendations based on client needs.
• Achieve financial targets and uphold service levels.

Skills

Sales skills

Client relationship management

Analytical skills

Education

NQF7 Level Degree in Finance, Economics, or Accounting

Job description

Description

To assist in proactively managing a portfolio of affluent clients with a team of Private Bankers through analysis, research, sales, and service fulfillment, with the goal of identifying additional opportunities for banking new clients and growing existing client portfolios through effective stakeholder management.

FNB Introduction

Welcome to FNB, the home of the #changeables. We design for shapeshifters and deliver products and services that make us proud of the people who make it happen.

As part of our Private Banking and Advisory Team, you will be surrounded by unique talent, 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 :

• Provide sound services and recommendations based on customer and client needs, current information, and trends.
• Provide efficient administration through careful and timely planning, reporting, and updating relevant information.
• Compile reports that track progress and guide business decisions.
• Manage the leads pipeline effectively.
• Support sales through analysis of client portfolios and proactive engagement.
• Assist in profit growth through sales and acquisition of new clients.
• Achieve financial targets and uphold service levels.
• Identify opportunities to expand the customer base with creditworthy and profitable customers.
• Ensure growth by managing existing clients, generating new leads, and increasing active accounts.
• Use work resources responsibly to contribute to cost containment.
• Deliver high-quality advice that exceeds customer expectations through proactive and innovative solutions.
• Contribute to a culture of service excellence, building positive relationships and encouraging feedback.
• Develop and manage key stakeholder relationships to achieve operational objectives.
• Comply with statutory, legislative, policy, and governance requirements, as well as internal processes.
• Contribute to innovation by finding faster and more accurate ways of working.
• Understand and promote all financial services solutions within the business offering.
• Continuously assess personal performance, seek feedback, and pursue training when needed.
• Develop and nurture collaborative relationships within FNB and across the First Rand Group.

You will be an ideal candidate if you :

Hold a relevant NQF7 Level Degree in Finance, Economics, or Accounting.

Have completed the RE5 qualification.

Have 2-3 years’ experience in sales/service within a banking or financial environment.

Additional Requirements

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

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Job Details

Applications will not be accepted after the closing date of 10/08/2025. Please submit your application before this date.

All appointments will align 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.