FNB South Africa · 2 months ago
Banking Advisor Wealth
Bellville
Full-time
Onsite
Entry, Mid Level
2+ years expFNB South Africa is dedicated to providing exceptional financial services and products. They are seeking a Banking Advisor Wealth to manage a portfolio of Private Wealth Clients, focusing on analysis, research, and effective stakeholder management to identify growth opportunities.
BankingCredit CardsCustomer ServiceDebit CardsFinancial ServicesLendingPaymentsPersonal FinanceWealth Management
Responsibilities
Provide sound services and recommendations based on customer and client needs, current information, and trends
Provide an efficient administration service through careful and timeous planning, reporting, and updating of all relevant information
Compile reports that track progress and guide business to make informed decisions
Ensure effective management of the leads pipeline
Support sales through analysis of client portfolio and pro-active client engagement
Assist with profit growth for the business through sales and acquisition of new clients
Achieve expected financial targets and uphold associated service levels
Identify opportunities to expand our customer base with creditworthy and potentially profitable customers
Ensure growth and increase in customer base by managing existing clients, generating new leads and growing active customer account base
Act responsibly with work related resources to contribute to cost containment
Deliver exceptional and high-quality advice that exceeds customers’ expectations through proactive, innovative, and appropriate solutions
Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service
Develop and manage key stakeholder relationships that enable achievement of operational objectives
Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialisation
Contribute to innovation by finding faster and more accurate ways of working
Understand and market all financial services solutions within the relevant business offering
Continuously assess own performance, seek timely and clear feedback and request training where appropriate
Develop, encourage and nurture collaborative relationships within FNB and/or across the First Rand Group (FRG)
Qualification
Required
Relevant NQF7 Level Degree in Finance, Economics or Accounting
Completed RE5 qualification
Have 2 - 3 years' experience within a Sales/Service area of a banking / financial environment
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