Banking Advisor Wealth

RMB SA; Johannesburg; On-site; ZAR 420,000 - 540,000; Full time

Job summary

FNB's Private Banking & Advisory team in Johannesburg seeks a Banking Advisor Wealth to support a portfolio of Private Wealth clients alongside a team of Private Bankers. You will provide analysis, research and sales/service fulfilment to grow the client base.

The role focuses on stakeholder management, delivering proactive service, and applying knowledge of financial solutions to identify opportunities for new banking clients and to grow existing portfolios.

Qualifications

• RE5 certificate with a degree at NQF7 level in Finance or Accounting.
• 2–3 years’ experience in a Sales/Service area within a financial environment.
• Not insolvent (no unrehabilitated insolvency).

Responsibilities

• Assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through analysis, research, sales and service fulfilment.
• Develop and maintain stakeholder relationships and identify opportunities to grow the client base.

Skills

Sales experience

Customer service

Communication skills

Education

RE5 certificate with a degree in Finance or Accounting (NQF7)

Job description

## Banking Advisor WealthApply: Johannesburg: Posted Today: End Date: October 16, 2026 (6 days left to apply): R54381# **Job Description**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 AdvisorWelcome 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.**Are You Someone Who Can;*** 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.**You Will Be an Ideal Candidate If You*** Minimum Qualification - RE5 Certificate with a Degree NQF7 level in Finance or Accounting* Experience - 2 to 3 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.#POST#FNB#LI-EM1We look forward to engaging with you further. Apply now!