Private Banking Advisor – Private Affluent

About the role

As a Private Banking Advisor for the Private Affluent segment, you will work within FNB’s Private Banking & Advisory team to manage and grow a portfolio of high‑net‑worth clients. You will provide analysis, research, and tailored banking solutions while identifying new business opportunities.

Key responsibilities

• Proactively manage a portfolio of private wealth clients alongside a team of Private Bankers.
• Conduct financial analysis and research to identify cross‑selling opportunities.
• Maintain and grow the client base through effective lead pipeline management.
• Develop and nurture collaborative relationships across the Financial Services Group.
• Deliver high‑quality, innovative service that exceeds client expectations.
• Ensure compliance with statutory, legislative, policy and governance requirements.
• Monitor performance, seek feedback and pursue relevant training.

Required profile

• Minimum RE5 Certificate with a NQF7 level degree in Finance or Accounting.
• 2–3 years of experience in a sales or service role within a financial environment.
• Ability to build and maintain strong stakeholder relationships.
• Commitment to service excellence and continuous improvement.
• Not an unrehabilitated insolvent person.

Required skills

What we offer

• Opportunities to network and collaborate across the organization.
• Challenging projects that encourage innovation.
• A supportive environment that values curiosity and courage.