Banking Advisor Affluent

Wesbank; Klerksdorp; On-site; ZAR 360,000 - 540,000; Full time

Job summary

FirstRand's Private Banking & Advisory Team is seeking a Banking Advisor to support proactive management of an affluent client portfolio by partnering with Private Bankers to deliver insightful analysis, conduct research, and execute sales and service activities.

You will identify opportunities to onboard new clients and deepen relationships, while ensuring excellent service, effective lead management, and collaboration with stakeholders across FRG.

Qualifications

• RE5 certificate with a degree at NQF7 level in Finance or Accounting.
• 3–5 years' experience in a Sales/Service area of a financial environment.
• Ability to network and collaborate with stakeholders.

Responsibilities

• Contribute to service excellence and build positive relationships.
• Understand and market all financial services solutions within the offering.
• Manage leads pipeline and grow the client base.
• Deliver high-quality, proactive client service and insights.

Skills

Sales experience

Client relations

Research

Education

RE5 certificate with NQF7 degree in Finance or Accounting

Job description

Job Description To support the proactive management of affluent client portfolio by partnering with Private Bankers to deliver insightful analysis, conduct research, and ensure seamless execution of sales and service activities. The job focuses on identifying opportunities to onboard new clients and expand relationships with existing ones.

Hello future Banking Advisor 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.

Responsibilities

• 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.
• Develop, encourage and nurture collaborative relationships across the FRG.
• Continuously assess own performance, seek timely and clear feedback and request training where appropriate.
• Contribute to innovation by finding faster and more accurate ways of working.
• Provide an efficient administration service through careful and timeous planning, reporting and updating of all relevant information.
• Develop and manage key stakeholder relationships that enable achievement of operational objectives.
• Deliver exceptional and high-quality service that exceeds customers' expectations through proactive, innovative and appropriate solutions.
• Act responsibly with work related resources in order to contribute to cost containment.
• 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 as well as set processes and procedures related to area of specialisation.
• Provide sound services and recommendations based on customer and client needs, current information and trends.
• Achieve expected financial targets and uphold associated service levels.

Ideal Candidate

• 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.

Job Reference

#LI-NK3 #POST #FNB We look forward to engaging with you further.

Closing Date

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. 30/08/26

Employment Equity and Inclusion

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.

Company Overview

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.