Wealth Banking Advisor for Affluent Clients

RMB; Polokwane; On-site; ZAR 520,000 - 800,000; Full time

Benefits offered by this job

Uncapped earning potential

Networking opportunities

Supportive team environment

Job summary

FNB, a FirstRand Group bank, seeks a Banking Advisor Wealth in Polokwane to proactively manage an affluent client portfolio with Private Bankers, analyzing opportunities, and delivering sales and service excellence.

Ideal candidates hold a relevant Bachelor's Degree (NQF7) and RE5 with COB, plus 3–5 years in financial services sales. Uncapped earning potential and strong stakeholder networks await in this role.

Qualifications

• Relevant Bachelor's Degree - NQF 7, FSCA-approved.
• RE5 Regulatory Certification with COB knowledge.
• Meet SUB-CATS requirements for compliance.

Responsibilities

• Pro-actively manage a portfolio of affluent clients with Private Bankers.
• Build and manage stakeholder relationships to enable success.
• Maintain strong internal partnerships to support client satisfaction.
• Market all financial services solutions within the wealth offering.
• Contribute to profit growth through effective leads management.
• Deliver high-quality outputs within agreed deadlines.

Skills

Relationship building

Stakeholder management

Sales experience

Education

Bachelor's Degree (NQF 7) in Finance/Economics

FSCA-approved RE5 Certification

Tools

CRM

Lead tracking

Job description

FNB, a FirstRand Group bank, seeks a Banking Advisor Wealth in Polokwane to proactively manage an affluent client portfolio with Private Bankers, analyzing opportunities, and delivering sales and service excellence.

Ideal candidates hold a relevant Bachelor's Degree (NQF7) and RE5 with COB, plus 3–5 years in financial services sales. Uncapped earning potential and strong stakeholder networks await in this role.