Wealth Banking Advisor — Private Client Growth

FNB South Africa; Johannesburg; On-site; ZAR 480,000 - 600,000; Full time

Benefits offered by this job

Networking opportunities

Challenging opportunities to innovate

Job summary

FNB South Africa is seeking a Banking Advisor to join the Private Banking & Advisory Team. You will assist in proactively managing a portfolio of Private Wealth Clients with Private Bankers through analysis, research and service fulfilment to identify opportunities for new clients and grow existing client portfolios.

You will work in a dynamic, client-centric environment, delivering innovative solutions, maintaining robust stakeholder relationships, and ensuring compliant, high-quality service

Qualifications

• RE5 certificate with a Finance/Accounting degree.
• 2–3 years of experience in a Sales/Service area of a financial environment.
• Must not be unrehabilitated insolvent.

Responsibilities

• Provide analysis, research and service fulfilment for Private Wealth clients.
• Identify opportunities to grow new client connections and banking relationships.
• Assist in managing the leads pipeline to drive client acquisition.
• Develop and nurture collaborative relationships across the FRG.
• Deliver high-quality service and proactive solutions to clients.

Skills

Service excellence

Lead management

Stakeholder relationships

Financial services knowledge

Communication

Problem solving

Education

RE5 certificate with a Finance/Accounting degree

Job description

FNB South Africa is seeking a Banking Advisor to join the Private Banking & Advisory Team. You will assist in proactively managing a portfolio of Private Wealth Clients with Private Bankers through analysis, research and service fulfilment to identify opportunities for new clients and grow existing client portfolios.

You will work in a dynamic, client-centric environment, delivering innovative solutions, maintaining robust stakeholder relationships, and ensuring compliant, high-quality service