Banking Advisor Affluent

FirstRand Bank Limited; Johannesburg; On-site; ZAR 420,000 - 660,000; Full time

Job summary

FirstRand Bank Limited is seeking a Private Banking Advisor in Johannesburg to support a portfolio of private clients alongside Private Client Advisors. You will provide analysis, research and sales/service fulfilment to identify opportunities for banking new clients and growing existing relationships.

The role emphasizes sound stakeholder management, delivering high-quality financial advice and proactive solutions, while ensuring compliant administration and achievement of service targets.

Qualifications

• Relevant degree in finance or related field.
• FAIS accreditation (RE) preferred.
• 2–3 years in sales/service within financial environment.

Responsibilities

• Assist in managing a portfolio of private clients with Private Client Advisors.
• Provide analysis, research and sales/service fulfilment to grow client base.
• Identify opportunities for banking new clients and expanding existing relationships.
• Build and maintain strong stakeholder relationships to achieve objectives.
• Deliver high-quality advice and proactive financial solutions.
• Maintain compliant administration, reporting and information updates.
• Contribute to growth through prospecting and lead generation.
• Ensure service levels and targets are met or exceeded.

Skills

Client relationship management

Sales & service experience

Financial advisory mindset

Education

Relevant Degree in Finance or Economics or Accounting

FAIS accreditation (RE) preferred

Job description

Job Description Hello future Private Banking Advisor – Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen. Now’s the time to imagine your potential in a team where experts come together and ignite effective change.

Role Purpose

To assist in proactively managing a portfolio of FNB Private Clients with a team of Private Client Advisors through provision of analysis, research and 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.

Responsibilities

• Act responsibly with work related resources in order to contribute to cost containment.
• Achieve expected financial targets and uphold associated service levels.
• Deliver exceptional and high-quality advice that exceeds customers’ expectations through proactive, innovative and appropriate solutions.
• Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.
• Provide sound services and recommendations based on customer and client needs, current information and trends.
• Develop and manage key stakeholder relationships that enable achievement of operational objectives.
• Ensure growth and increase in customer base by managing existing clients, generating new leads and growing active customer account base.
• Identify opportunities to expand our customer base with creditworthy and potentially profitable customers.
• Provide an efficient administration service through careful and timeous planning, reporting and updating of all relevant information.
• Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialisation.
• Compile reports that track progress and guide business to make informed decisions.
• Ensure effective management of the leads pipeline.
• Support sales through analysis of client portfolio and pro-active client engagement.
• Contribute to innovation by finding faster and more accurate ways of working.
• Assist with profit growth for the business through sales and acquisition of new clients.
• Understand and market all financial services solutions within the relevant business offering.
• Continuously assess own performance, seek timely and clear feedback and request training where appropriate.
• Develop, encourage and nurture collaborative relationships within FNB and/or across the FRG.

Qualifications and Experience

• Relevant Degree in Finance or Economics or Accounting.
• Preferred Qualification: FAIS accreditation required (RE).
• 2 - 3 years’ experience within a Sales/Service area of a financial environment.

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. 14/10/26

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.

FirstRand provides a comprehensive range of financial services in South Africa and certain markets in broader Africa. The group also offers certain niche products and services in the UK and India. Listed on the Johannesburg Stock Exchange (JSE) and the Namibian Stock Exchange (NSX), FirstRand Limited is the largest financial institution by market capitalisation in Africa. The group follows a multi-branding approach. Its portfolio of financial services businesses includes FNB, RMB, WesBank, Ashburton Investments, Aldermore, MotoNovo and DirectAxis. Many are leaders in their respective segments and markets, offering transactional, lending, investment and insurance products and services. The FirstRand Corporate Centre houses many of the critical functions required by a large and complex financial services group. The group’s track record of delivering superior returns to shareholders has been achieved through a combination of organic growth, acquisitions, innovation and the creation of completely new businesses. The group’s purpose of delivering Shared Prosperity provides many opportunities for employees to innovate to address social and environmental challenges in our markets. All of our businesses have successful Volunteering programmes which also allow employees to adopt and support causes close to their hearts.