Banking Advisor Affluent

Welcome to FNB, the home of the #changeables. 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.

• Deliver relevant advice and solutions aligned to customer needs and market trends.
• Manage administration efficiently through effective planning, reporting, and updates.
• Compile insightful reports to support informed decision-making.
• Maintain and manage a strong leads pipeline.
• Support sales through client analysis and proactive engagement.
• Drive business growth through new client acquisition and increased sales.
• Meet financial targets while maintaining high service standards.
• Identify and secure profitable, creditworthy clients.
• Grow and retain the customer base through strong relationship management.
• Use resources responsibly to support cost control.
• Provide exceptional, innovative service that exceeds client expectations.
• Build a culture of service excellence and strong stakeholder relationships.
• Ensure compliance with all regulatory and internal processes.
• Continuously improve ways of working and drive innovation.
• Promote and understand all relevant financial solutions.
• Seek feedback and development opportunities to enhance performance.
• Collaborate effectively across teams and the broader organisation.

• Minimum Qualification – FSCA approved Degree (NQF7 level) in Finance, Economics, Investments, or related field.
• Experience – 3 to 5 years’ experience in banking, wealth management, or financial analysis.
• Must not be unrehabilitated and insolvent.

• Opportunities to network and collaborate.
• Challenging working opportunities to innovate.

• Client focused with the ability to deliver value-driven insights.
• Analytical and financial skills with sound decision-making ability.
• Risk aware with understanding of regulatory requirements.
• Innovative mindset with a focus on continuous improvement.
• Results-driven with the ability to meet deadlines and deliver impact.

• 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. Candidates may disclose disability information on a voluntary basis; the Bank will keep this information confidential unless required by law to disclose it to third parties.

We look forward to engaging with you further. Apply now!