Banking Advisor Wealth

FNB South Africa; Polokwane; On-site; ZAR 600,000 - 900,000; Full time

Job summary

FNB South Africa is seeking a Private Banker to proactively manage a portfolio of affluent clients, delivering analysis, research, sales and service through a team of Private Bankers. You will identify opportunities, expand the client base and strengthen stakeholder relationships for operational success.

You will market all financial services solutions, contribute to profit growth, and maintain high-quality outputs within deadlines, supporting service excellence across the bank.

Qualifications

• 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.
• 3–5 years’ experience within a Sales/Service area in a financial service environment.
• Strong networking and collaboration skills.
• Earn basic guaranteed rewards with uncapped earning potential.

Responsibilities

• Pro-actively manage a portfolio of affluent clients with a team of Private Bankers through analysis, research, sales and service fulfilment.
• Identify opportunities to bank new clients and grow existing portfolio through stakeholder management.
• Build and manage stakeholder relationships to enable operational success.
• Contribute to a culture of service excellence and provide feedback for exceptional service.
• Understand and market all financial services solutions within the relevant business offering.
• Assist with profit growth by effectively managing the leads pipeline.
• Consistently produce high-quality outputs within agreed deadlines.

Skills

Relationship building

Stakeholder management

Sales and service

Networking

Education

Bachelor’s Degree – NQF 7

RE5 Certificate

Job description

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 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.

Ideal Candidate

• 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.


• 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 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

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below. 30/12/26

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.