Banking Advisor – Private Wealth

About the role

As a Banking Advisor in Private Wealth, you will work within FNB’s Private Banking & Advisory team to proactively manage a portfolio of high‑net‑worth clients. You will combine analysis, research and sales expertise to identify new banking opportunities and grow existing relationships.

Key responsibilities

• Assist in managing a portfolio of private wealth clients alongside a team of private bankers.
• Conduct financial analysis and research to uncover cross‑selling opportunities.
• Maintain and grow the leads pipeline, ensuring timely follow‑up.
• Develop and nurture collaborative relationships across the Financial Services Group.
• Provide efficient administrative support, including planning, reporting and data updates.
• Deliver high‑quality, proactive service that exceeds client expectations.
• Ensure compliance with statutory, legislative and internal governance requirements.
• Achieve financial targets and contribute to profit growth.

Required profile

• RE5 Certificate with a NQF 7 degree in Finance or Accounting.
• 2–3 years of experience in a sales or service role within a financial environment.
• Ability to manage stakeholder relationships and work collaboratively.
• Not an unrehabilitated insolvent person.

Required skills

What we offer

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