Banking Advisor – Wealth

About the role

Join FNB’s Private Wealth and Advisory Team as a Banking Advisor – Wealth. You will work with a portfolio of private wealth clients, supporting private bankers in delivering analysis, research, and tailored banking solutions.

Key responsibilities

• Provide sound advice and recommendations based on client needs, market trends, and current information.
• Administer client information efficiently through careful planning, reporting, and timely updates.
• Compile progress reports to guide business decisions.
• Manage the leads pipeline and support sales through portfolio analysis and proactive client engagement.
• Assist in profit growth by acquiring new clients and expanding existing relationships.
• Achieve financial targets while maintaining high service levels.
• Identify and pursue opportunities to expand the customer base with credit‑worthy prospects.
• Contribute to cost containment, innovation, and compliance with statutory and policy requirements.
• Develop and nurture stakeholder relationships across FNB and the First Rand Group.

Required profile

• Relevant NQF7 level degree in Finance, Economics or Accounting.
• Completed RE5 qualification.
• 2–3 years of experience in a sales or service role within a banking or financial environment.

Required skills

What we offer

• Opportunity to work in a dynamic, adaptable environment focused on innovation and service excellence.
• Collaboration with diverse talents and experts across the organization.