Banking Advisor Wealth

Firstrand Namibia Limited; eMalahleni; On-site; ZAR 400 000 - 500 000; Full time

Job summary

A prominent financial institution in eMalahleni is seeking a Banking Advisor to manage a portfolio of Private Wealth Clients. This role focuses on building relationships, providing exceptional service, and growing the customer base. The ideal candidate will have an RE5 Certificate and a Degree in Finance or Accounting, along with 2-3 years of relevant experience. A curious and courageous attitude is essential for success in this dynamic position.

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.
• 2-3 years’ experience within a sales/service area of a financial environment.
• Must not be unrehabilitated insolvent.

Responsibilities

• Build positive relationships and provide exceptional service.
• Ensure effective management of the leads pipeline.
• Deliver exceptional and high-quality service that exceeds customer expectations.

Skills

Stakeholder management

Service excellence

Sales skills

Education

RE5 Certificate

Degree NQF7 in Finance or Accounting

Job description

Job Overview

To assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers 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.

Hello future Banking Advisor, welcome to FNB, the home of the chargeables.

Responsibilities

• Contribute to a culture of service excellence, building positive relationships and providing opportunities for feedback and exceptional service.
• Understand and market all financial services solutions within the relevant business offering.
• Assist with profit growth for the business.
• 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 time‑ous 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 managing existing clients, generating new leads and growing the 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.

Qualifications

• Minimum qualification: RE5 Certificate with a Degree NQF7 level in Finance or Accounting.
• Experience: 2‑3 years’ experience within a sales/service area of a financial environment.
• A person must not be unrehabilitated insolvent.

Benefits

• Opportunities to network and collaborate.
• Challenging working opportunities to innovate.
• Curious & courageous attitude: driven by wanting to know more, learning more and being brave.
• Obsessed with mastery: constantly pushing yourself to improve.

Job Details

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

Closing date: 31/10/25.

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 fulfil this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless required by law to disclose it.

Apply now!