Related Jobs
.jpeg)
.png)
Related Jobs
Related Jobs
.png)
Share this Job
Banking Advisor – Affluent job at FNB (First National Bank) | Apply Now
Pretoria, South Africa
Full Time
Are you looking for Bank jobs in South Africa 2025 today? then you might be interested in Banking Advisor – Affluent job at FNB (First National Bank)
About the Organisation
FNB is a division of FirstRand Bank Limited, a leading financial institution in South Africa. Renowned for its customer-centric innovations and dynamic culture, FNB fosters a work environment where adaptability, creativity, and collaboration are key. The bank encourages its employees to be “changeables”—forward-thinking individuals committed to making a real impact in the financial services sector.
Job Title
Banking Advisor – Affluent job at FNB (First National Bank)
FNB (First National Bank)
Job Description
As a Banking Advisor – Affluent, you will work closely with a team of Private Advisors to manage and expand a portfolio of RMB Private Clients. Your responsibilities will include analyzing client portfolios, identifying banking and investment opportunities, providing sound financial advice, and ensuring client satisfaction. The role also involves lead generation, stakeholder management, compliance monitoring, and performance reporting. The ideal candidate will be customer-focused, financially astute, and proactive in driving business growth.
Duties, Roles and Responsibilities
Manage and grow a portfolio of affluent clients in collaboration with Private Advisors
Analyze client portfolios and proactively identify financial solutions to meet client needs
Assist with sales, acquisition, and retention of high-net-worth clients
Deliver exceptional service and advice that exceeds customer expectations
Support sales through lead generation and active management of the leads pipeline
Monitor service levels and uphold financial performance targets
Promote customer satisfaction and build long-term relationships through consistent service excellence
Ensure compliance with relevant statutory and governance standards
Maintain accurate records and compile reports to support business decisions
Contribute to innovation and continuous improvement within the team
Promote internal collaboration across FNB and the FirstRand Group
Understand and cross-sell a full range of financial services and banking solutions
Actively seek personal development opportunities and respond to feedback
.png)
SERVICES
COMMERCIAL
SERVICES
INDUSTRIAL
SERVICES
RESIDENTIAL
Qualifications, Education and Competencies
8. Qualifications, Experience and Competencies
Bachelor's Degree in Finance, Economics, or Accounting
Preferred: FAIS accreditation (RE qualification)
2–3 years of experience in a Sales or Service role within a financial environment
Strong client relationship management and advisory skills
High level of professionalism, financial acumen, and attention to detail
Excellent communication and interpersonal skills
Strong administrative, analytical, and reporting capabilities
Ability to work both independently and in a team-based environment
How to Apply
ONLINE APPLICATION ONLY!
Interested candidates are advised that applications for this position must be submitted online. To apply, please click on the "Apply" button below.
