Banking Advisor Wealth

FNB South Africa; Pietermaritzburg; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A leading financial institution located in Pietermaritzburg seeks a candidate to manage a portfolio of Private Wealth Clients. The ideal applicant has 2 to 3 years’ experience in a sales/service role within a financial environment and possesses an RE5 Certificate along with a Degree in Finance or Accounting. Responsibilities include driving client growth and delivering exceptional service. Apply before 15/08/2025 to join a high-performing team.

Benefits

Opportunities to network and collaborate

Challenging opportunities to innovate

Qualifications

• 2 to 3 years’ experience in a Sales/Service role within a financial environment.
• Not unrehabilitated insolvent.

Responsibilities

• Assist in managing a portfolio of Private Wealth Clients.
• Develop and manage key stakeholder relationships.
• Ensure growth in the customer base by managing existing clients and generating new leads.
• Deliver exceptional service and exceed customer expectations.

Skills

Service excellence

Financial services marketing

Stakeholder management

Relationship building

Compliance understanding

Education

RE5 Certificate with a Degree NQF7 in Finance or Accounting

Job description

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 fulfillment, with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management.

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.

Are You Someone Who Can

1. Contribute to a culture of service excellence, which builds positive relationships and provides opportunities for feedback and exceptional service.
2. Understand and market all financial services solutions within the relevant business offering.
3. Assist with profit growth for the business.
4. Ensure effective management of the leads pipeline.
5. Develop, encourage, and nurture collaborative relationships across the FRG.
6. Continuously assess your own performance, seek timely and clear feedback, and request training where appropriate.
7. Contribute to innovation by finding faster and more accurate ways of working.
8. Provide efficient administration through careful planning, reporting, and updating relevant information.
9. Develop and manage key stakeholder relationships to achieve operational objectives.
10. Deliver high-quality service that exceeds customer expectations through proactive, innovative, and appropriate solutions.
11. Act responsibly with work-related resources to contribute to cost containment.
12. Ensure growth and increase in the customer base by managing existing clients, generating new leads, and growing active accounts.
13. Comply with statutory, legislative, policy, and governance requirements, as well as internal processes and procedures.
14. Provide sound services and recommendations based on customer needs, current information, and trends.
15. Achieve financial targets and uphold service levels.

You Will Be an Ideal Candidate If You

• Hold a minimum qualification of RE5 Certificate with a Degree NQF7 in Finance or Accounting.
• Have 2 to 3 years’ experience in a Sales/Service role within a financial environment.
• Are not unrehabilitated insolvent.

You Will Have Access To

• Opportunities to network and collaborate.
• Challenging opportunities to innovate.

We Can Be a Match If You Are

• Curious & courageous — driven by a desire to learn and brave enough to take risks.
• Obsessed with mastery — committed to becoming proficient and continuously improving.
• Focused on growing and managing the customer base, generating leads, and maintaining compliance with policies and procedures.

Job Details

Note that applications will not be accepted after 15/08/25. Please submit your application before the closing 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 voluntarily disclose disability information, which will be kept confidential unless required by law.

We look forward to engaging with you further. Apply now!