Banking Advisor Affluent

Job Description To support the proactive management of affluent client portfolio by partnering with Private Bankers to deliver insightful analysis, conduct research, and ensure seamless execution of sales and service activities. The job focuses on identifying opportunities to onboard new clients and expand relationships with existing ones. Hello future - Banking Advisor Welcome to FNB, the home of the chargeables. We design shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.

As part of our Private Banking & Advisory Team, you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Now’s the time to imagine your potential in a team where experts come together and ignite effective change.

Are you someone who can:
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 provide 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.

• Minimum Qualification - RE5 Certificate with a Degree NQF7 level in Finance or Accounting.
• Experience - 3 to 5 years’ experience within a Sales/Service area of a financial environment.
• A person must not be unrehabilitated insolvent.

• Opportunities to network and collaborate.
• Challenging Working Opportunities to innovate.

Additional Requirements In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check. All appointments will be made in line with the Bank’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 third parties.

Important Closing Date Note Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below. 12/08/26

All appointments will be made in line with First Rand 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.

First Rand provides a comprehensive range of financial services in South Africa and certain markets in broader Africa. The group also offers certain niche products and services in the UK and India. Listed on the Johannesburg Stock Exchange (JSE) and the Namibian Stock Exchange (NSX), First Rand Limited is the largest financial institution by market capitalisation in Africa. The group follows a multi-branding approach.

Its portfolio of financial services businesses includes FNB, RMB, Wes Bank, Ashburton Investments, Aldermore, Moto Novo and Direct Axis. Many are leaders in their respective segments and markets, offering transactional, lending, investment and insurance products and services The First Rand Corporate Centre houses many of the critical functions required by a large and complex financial services group. The group’s track record of delivering superior returns to shareholders has been achieved through a combination of organic growth, acquisitions, innovation and the creation of completely new businesses.

The group’s purpose of delivering Shared Prosperity provides many opportunities for employees to innovate to address social and environmental challenges in our markets. All of our businesses have successful Volunteering programmes which also allow employees to adopt and support causes close to their hearts.