Apply on Employer Site

FNB South Africa · 3 months ago

Banking Advisor

Bellville

Full-time

Onsite

Entry Level

2+ years exp

FNB South Africa is a prominent banking institution seeking a Banking Advisor to manage a portfolio of affluent clients. The role involves providing analysis, research, and service fulfillment to identify opportunities for new clients and grow existing client portfolios through effective stakeholder management.

BankingCredit CardsCustomer ServiceDebit CardsFinancial ServicesLendingPaymentsPersonal FinanceWealth Management

Responsibilities

Proactively manage a portfolio of affluent clients with a team of Private Bankers through provision of analysis, research, sales and service fulfillment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management

Build sound relationships based on trust and openness

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

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

Qualification

RE5 CertificateDegree NQF7 in FinanceSales experienceService excellenceStakeholder managementCustomer account managementCompliance knowledgeRelationship building

Required

Minimum Qualification - RE5 Certificate with a Degree NQF7 level in Finance or Accounting

Experience - 2 to 3 years' experience within a Sales/Service area of a financial environment

A person must not be unrehabilitated insolvent

Benefits

Opportunities to network and collaborate.

Challenging Working Opportunities to innovate.

Company

FNB South Africa

Glassdoor4.1

While ‘help’ constitutes a core brand value within FNB, we also practice an overall ethos underpinned by the concept of ‘better business; better world’.

Founded in 1838

Johannesburg, NA - South Africa, ZAF

10001+ employees

http://www.fnb.co.za

Funding

Current Stage

Late Stage

Leadership Team

Harry Kellan

FNB CEO and CEO Retail & Commercial

Lynette Kloppers

CEO

Recent News

Business Wire

Amarula, First National Bank, and Simba Chips are among the Honoured Winners of the 2025-2026 World Branding Awards in Osaka

2025-11-19

Zawya.com

South Africa's FNB, Mastercard launch cross-border platform for cheaper, faster transfers

2025-11-14

IT News Africa

Mastercard, in Collaboration with FNB, Launch a Cross-Border Payments Solution

2025-11-12

Company data provided by crunchbase