Banking Advisor – Wealth Management

About the role

As a Banking Advisor – Wealth, you will work within FNB’s Private Banking & Advisory team to proactively manage a portfolio of private wealth clients. You will combine analysis, research and sales to identify new opportunities and grow existing relationships.

Key responsibilities

• Assist in managing a portfolio of private wealth clients alongside Private Bankers.
• Conduct financial analysis and research to support sales and service fulfillment.
• Identify and pursue new banking opportunities for both new and existing clients.
• Maintain and develop a robust leads pipeline.
• Build and nurture collaborative relationships across the organization.
• Provide accurate administration, reporting and timely updates of client information.
• Ensure compliance with statutory, legislative and policy requirements.
• Deliver high‑quality, proactive service that exceeds client expectations.

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 act responsibly with resources and maintain cost containment.
• Not an unrehabilitated insolvent individual.

Required skills

What we offer

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