FNB South Africa · 2 days ago
Banking Specialist
Bellville
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expFirstRand Bank Limited is seeking a Banking Specialist in Private Banking who will focus on delivering customized financial solutions to ultra- and high-net-worth clients. The role involves client engagement, managing complex processes, and building long-term relationships through meaningful connections.
BankingCredit CardsCustomer ServiceDebit CardsFinancial ServicesLendingPaymentsPersonal FinanceWealth Management
Responsibilities
Providing in-depth knowledge in specific banking products (lending, deposits, cash management)
Developing customized banking solutions for complex and simple client needs
Staying current on regulatory changes affecting banking, lending, insurance and investment products
Staying current on product, process, benefits relating to banking, lending, insurance, investment products
Ensuring a deep and thorough understanding of the FirstRand Group overall capability to ensure clients are optimally serviced, solutioned
Serving as the technical expert for sophisticated banking arrangements
Structuring sophisticated credit facilities (unsecured loans, lines of credit)
Arranging specialized mortgages for luxury properties or complex ownership structures
Creating custom deposit solutions with preferential rates
Implementing cash management strategies for non-trading entities
Facilitating foreign currency transactions and international banking needs
Short Term Insurance relating to Gap, Education, Home, Contents, Cars is applicable
Working alongside other specialists during client meetings
Explaining technical aspects of banking solutions to clients
Helping resolve complex banking issues or service concerns
Providing quick response to time-sensitive client banking requests
Qualification
Required
FSCA recognized Degree - NQF Level 7
RE5
10 Years overall experience in the Financial Services Industry, of which 5 years of experience as a Private Banker or Private Advisor dealing with Wealthy HNW clients
Deep understanding of banking products, services, and regulations
Knowledge of credit analysis and underwriting standards
Familiarity with cash flow optimization strategies
Understanding of international banking considerations
Understanding SDA, FDA, FIA and Specialist application to SARB/SARS for clearance applications
Understanding the Wealth Management philosophy
Understanding the Banks Insurance capability across Short and Long Term products
Ability to analyze complex financial situations
Skill in structuring creative banking solutions
Understanding risk management principles
Critical thinking to solve unusual client challenges
Working seamlessly with relationship team
Coordinating with operations teams for execution
Communicating effectively with compliance departments
Building rapport quickly with sophisticated clients
Ability to network with external collaboration partners, clients to grow the Bank client base
In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check
Company
FNB South Africa
While ‘help’ constitutes a core brand value within FNB, we also practice an overall ethos underpinned by the concept of ‘better business; better world’.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Harry Kellan
FNB CEO and CEO Retail & Commercial
L
Lynette Kloppers
CEO
Recent News
2025-11-12
Company data provided by crunchbase