FNB South Africa · 3 months ago
Banking Advisor
Bellville
Full-time
Onsite
Entry Level
2+ years expFNB 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
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
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