Banking Advisor Wealth

Wesbank; Polokwane; On-site; ZAR 420,000 - 540,000; Full time

Job summary

FNB in Polokwane seeks an experienced Banking Advisor Wealth to pro-actively manage a portfolio of affluent clients with a Private Bankers team, delivering analysis, sales and service fulfilment to grow the client base and revenue.

You will build stakeholder relationships, market financial services solutions, and contribute to a culture of service excellence while meeting regulatory requirements and targets.

Qualifications

• Relevant Bachelor's Degree - NQF 7, FSCA-approved.
• RE5 Regulatory Compliance Certificates with relevant COB (Class of Business).
• Meet all requirements on SUB-CATS.

Responsibilities

• Pro-actively manage a portfolio of affluent clients with a team of Private Bankers through provision of analysis, research, 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.
• Build and manage stakeholder relationships to enable operational success.
• Maintain strong internal partnerships that support Private Bankers and enhance client satisfaction.
• 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.
• Consistently produce high-quality outputs within agreed deadlines.

Skills

Relationship building

Stakeholder management

Sales and service excellence

Education

Bachelor's Degree - NQF 7

Job description

Banking Advisor Wealth page is loaded## Banking Advisor Wealthlocations: Polokwaneposted on: Posted Todaytime left to apply: End Date: December 30, 2026 (30+ days left to apply)job requisition id: R49240# **Job Description*** 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.**Are you someone who can:**Pro-actively manage a portfolio of affluent clients with a team of Private Bankers through provision of analysis, research, 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.Build and manage stakeholder relationships to enable operational success.Maintain strong internal partnerships that support Private Bankers and enhance client satisfaction.Contribute to a culture of service excellence, which builds positive relationships and providesopportunity 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.Consistently produce high-quality outputs within agreed deadlines.**You** **will be an ideal candidate if you have:****Relevant Bachelor's Degree - NQF 7**, FSCA-approved.*Examples: Finance, Economics, Investment Management, Financial Planning, Business Management*.RE5 Regulatory Compliance Certificates with relevant COB (Class of Business) Meet all requirements on SUB-CATS.Experience - 3 to 5 years' experience within a Sales/Service area in a financial service environment. **You** **will have access to:**Opportunities to network and collaborate.Earn basic guaranteed rewards with uncapped earning potential. Opportunities to innovate.Directly impact client satisfaction and business success through your contribution**We** **can** **be** **a match if you are:**Able to build sound relationships based on trust and openness.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 specialization.**If you meet the minimum requirements and are passionate about building exceptional client experiences, submit your application.** *If your track record in wealth management precedes you and you meet the above requirements, we would like to* *have a conversation with you.* *In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check. You* *must not be an unrehabilitated insolvent.* *All suitably qualified candidates will be considered. Appointments will be made in line with the Bank's Employment* *Equity Strategy. FirstRand actively supports the recruitment and advancement of individuals with disabilities. We recommend that candidates be encouraged to declare their disability and consult the Bank should they require reasonable accommodation.*#Post#FNB#LI-CR1## **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.**30/12/26All 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.Introduce yourself to our recruiters and we will get in touch if there's a role that seems like a good match.Should you have any queries, please log it via.