Banking Advisor – Wealth

About the role

As a Banking Advisor – Wealth you will work within FNB’s Private Banking and Advisory team to manage and grow a portfolio of private wealth clients. You will combine analysis, research and proactive service to identify new opportunities and deliver high‑quality financial advice.

Key responsibilities

• Provide sound recommendations based on client needs, market trends and current information.
• Administer client accounts efficiently through careful planning, reporting and data updates.
• Compile progress reports to support informed business decisions.
• Manage the leads pipeline and support sales through portfolio analysis and proactive engagement.
• Contribute to profit growth by acquiring new clients and expanding existing relationships.
• Achieve financial targets while maintaining high service standards.
• Identify creditworthy prospects and expand the customer base.
• Ensure cost‑effective use of resources and compliance with statutory and policy requirements.
• Deliver innovative, high‑quality advice that exceeds client expectations.
• Develop and maintain key 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 with diverse talent in an adaptable, curiosity‑driven environment.
• Access to comprehensive financial service solutions and continuous professional development.