Banking Advisor Private Client

About the role

As a Banking Advisor for Private Clients, you will work within FNB’s Private Banking & Advisory team to manage and grow a portfolio of affluent customers. You will provide analysis, research, sales and service support, identifying new opportunities while delivering high‑quality, proactive service.

Key responsibilities

• Assist in managing a portfolio of affluent clients alongside 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 organization.
• Provide timely administration, reporting and updates of client information.
• Ensure compliance with statutory, legislative and governance requirements.
• Deliver innovative solutions that exceed customer expectations.
• Contribute to cost containment and operational efficiency.

Required profile

• 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 positive relationships and provide exceptional service.
• Strong stakeholder management and collaborative mindset.
• Willingness to seek feedback, pursue training and continuously improve performance.

Required skills

What we offer

• Opportunities to network and collaborate across the business.
• Challenging projects that encourage innovation.