Banking Advisor - Affluent

Banking Advisor – Affluent

FNB South Africa – Private Banking & Advisory Team. Deliver exceptional wealth solutions and build lasting client relationships.

Job Description

As part of the Private Banking & Advisory Team, you will manage a portfolio of affluent clients, identify growth opportunities, and provide personalized service. Your role will contribute to the team’s culture of excellence and client focus.

Responsibilities

• Proactively manage a portfolio of affluent clients with a team of Private Bankers through analysis, research, sales, and service fulfillment to identify additional opportunities.
• Build sound relationships based on trust and openness.
• Contribute to a culture of service excellence and provide feedback and exceptional service.
• Understand and market all financial services solutions within the relevant business offering.
• Assist with profit growth by ensuring effective leads pipeline management.
• Consistently produce high-quality outputs within agreed deadlines.

Qualifications & Experience

Benefits & Opportunities

Additional Requirements

National Credit Act credit record check required.

EEO Statement

All appointments will be made in line with the Bank’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. Candidates may disclose disability information voluntarily; the Bank will keep it confidential unless required by law.

Application Deadline

Applications will not be accepted on or after 26 / 10 / 25. Submit before the closing date.

Job Details

Seniority level : Mid‑Senior level

Employment type : Full‑time

Job function : Finance and Sales

Industries : Banking

#J-18808-Ljbffr