Banking Advisor - Academy

FNB South Africa; Gqeberha; On-site; ZAR 30 000 - 60 000; Full time

Job summary

An established industry player is seeking a Banking Advisor to manage affluent client portfolios while collaborating with Private Bankers. This role emphasizes building trust-based relationships and delivering exceptional service. Ideal candidates will possess a RE5 Certificate and a degree in Finance or Accounting, along with 2-3 years of sales experience in a financial environment. Join a dynamic team where your contributions will foster growth and innovation in client management. If you are driven, curious, and eager to excel in the banking sector, this opportunity is perfect for you.

Benefits

Networking Opportunities

Challenging Work Environment

Qualifications

• 2-3 years experience in a sales/service area of a financial environment.
• Must hold RE5 Certificate and a degree in Finance or Accounting.

Responsibilities

• Manage a portfolio of affluent clients and build trust-based relationships.
• Drive profit growth by managing leads and expanding client portfolios.

Skills

Sales Experience

Client Relationship Management

Financial Analysis

Service Excellence

Education

RE5 Certificate

Degree NQF7 in Finance or Accounting

Job description

The Banking Advisor Academy role involves proactively managing a portfolio of affluent clients alongside a team of Private Bankers, focusing on analysis, research, sales, and service fulfillment to identify opportunities for acquiring new clients and expanding existing client portfolios. Incubation training period of 3-6 months. Key responsibilities include building trust-based relationships, fostering a culture of service excellence, marketing financial services solutions, managing the leads pipeline to drive profit growth, and consistently delivering high-quality outputs within set deadlines.

You Will Be An Ideal Candidate If You;

• Minimum Qualification - RE5 Certificate with a Degree NQF7 (FSCA Approved) level in Finance or Accounting
• Experience Required - 2 to 3 years’ experience within a Sales/Service area of a financial environment, Banking would be preferred.
• 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.

Are you interested to take the step? We look forward to engaging with you further. Apply now!

Additional Requirements

In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check.

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Job Details

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

30/05/25

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 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.