This job offer is not available in your country.

Banking Advisor Wealth- Bellville

FNB South AfricaBellville, ZA

6 days ago

Job description

Job title : Banking Advisor Wealth- Bellville

Job Location : Western Cape, Bellville

Deadline : October 05, 2025

Quick Recommended Links

Jobs by Location
Job by industries

These are practical abilities the candidate should demonstrate :

Sales & Client Engagement

Support sales through analysis of client portfolio and proactive engagement.

Assist with profit growth through sales and acquisition of new clients.

Identify opportunities to expand the customer base with creditworthy clients.

Manage existing clients, generate new leads, and grow active customer accounts.

Understand and market all financial services solutions within the business offering.

Reporting & Analysis

Compile reports that track progress and guide business decisions.

Provide sound services and recommendations based on trends and client needs.

Administration & Planning

Provide efficient administration through careful planning, reporting, and updating.

Ensure effective management of the leads pipeline.

Stakeholder Management

Develop and manage key stakeholder relationships to achieve operational objectives.

Develop, encourage, and nurture collaborative relationships within FNB / FRG.

These are behavioral and cognitive attributes expected from the candidate :

Service Excellence

Deliver exceptional, high-quality advice that exceeds customer expectations.

Contribute to a culture of service excellence and positive relationships.

Innovation & Continuous Improvement

Contribute to innovation by finding faster and more accurate ways of working.

Continuously assess own performance and seek feedback and training.

Compliance & Governance

Comply with statutory, legislative, policy, and governance requirements.

Act responsibly with work-related resources to contribute to cost containment.

Financial Acumen

Achieve expected financial targets and uphold service levels.

You will be an ideal candidate if you :

Relevant NQF7 Level Degree in Finance, Economics or Accounting.

Completed RE5 qualification

Have 2 - 3 years’ experience within a Sales / Service area of a banking / financial environment.

Cat 1 :

Long-Term Insurance subcategory B1

Long-Term Insurance subcategory C

Retail Pension Benefits

Money Market Instruments

Bonds

Participatory Interests in a Collective Investment Scheme

Forex Investments

Long-term Deposits

Short-term Deposits

Long- Term Insurance Subcategory B2

Long- Term Insurance Subcategory B2- A

Long-term Insurance subcategory B1-A

Structured Deposits

Participatory Interest in hedge fund

End Date : September 30, 2025

Accounting / Financial Services jobs

Create a job alert for this search

Banking Advisor Wealth • Bellville, ZA

Related jobs

Promoted

Banking Advisor Wealth

FirstRand Namibia LimitedBellville, Western Cape, South Africa

Banking Advisor Wealth page is loaded## Banking Advisor Wealthlocations : Bellvilletime type : Full timeposted on : Posted Todaytime left to apply : End Date : September 18, 2025 (9 days left to...Show moreLast updated: 24 days ago

Promoted

Private Wealth Advisor

RMBBellville, Western Cape, South Africa

Private Wealth Advisor page is loaded## Private Wealth Advisorlocations : Bellvilletime type : Full timeposted on : Posted Todaytime left to apply : End Date : October 1, 2025 (7 days left to ap...Show moreLast updated: 4 days ago

Promoted

Service Advisor / After Sales Consultant

Westline Staffing SolutionsStellenbosch, South Africa

To strive in providing customers with a professional service experience whilst ensuring adequate communication between customers, parts and service departments in achieving customer satisfaction go...Show moreLast updated: 30+ days ago

Promoted

Financial Advisor

BOSS ConsultCape Town, South Africa

A 2-month product training program.You will receive your brokers code within 1 month, allowing you to start writing business. Calculated at 3%, available for 24 months.Allows for up to 6 months of m...Show moreLast updated: 30+ days ago

Promoted

Private Wealth Advisor

RmbwestportBellville, Western Cape, South Africa

Promoted

Banking Advisor

FNB South AfricaBellville, ZA

Job Location : Western Cape, Bellville.To assist in proactively managing a portfolio of affluent clients with a team of Private Bankers through provision of analysis, research, sales and service fu...Show moreLast updated: 1 day ago

Promoted

Associate Equity Dealer | Newlands

The Recruitment Councilnewlands, Western Cape, South Africa

Interact with Portfolio Managers, confirming instructions.Have an up-to-date knowledge of market news and moves.Interact with Brokers continuously to carry out trade. Ensure best execution by minimi...Show moreLast updated: 30+ days ago

Promoted

Banking Advisor Wealth

FNB NamibiaBellville, Western Cape, South Africa

Banking Advisor Wealth page is loaded## Banking Advisor Wealthlocations : Bellvilletime type : Full timeposted on : Posted Todaytime left to apply : End Date : September 30, 2025 (6 days left to...Show moreLast updated: 18 days ago

Promoted

Private Wealth Advisor

Spane4allBellville, Western Cape, South Africa

Promoted

Sanlam Financial Adviser Bellville

Sanlam LimitedBellville, Western Cape, South Africa

Sanlam Life Ltd is one of the top financial services providers in the South African market.We’re all about building strong, lasting relationships with our financial advisors.We know that you have h...Show moreLast updated: 21 days ago

Promoted

Banking Advisor Affluent

FNB South AfricaBellville, Western Cape, South Africa

Banking Advisor Affluent role at FNB South Africa.To assist in proactively managing a portfolio of affluent clients with a team of Private Bankers through provision of analysis, research, sales and...Show moreLast updated: 30+ days ago

Promoted

Financial Advisor

Merand Corbett & AssociatesSomerset West, South Africa

Provide comprehensive financial planning and advisory services to clients.Develop tailored strategies for investments, retirement planning, risk management, and estate planning.Build and maintain l...Show moreLast updated: 21 days ago

Promoted

Wealth Manager

Rory Mackie & AssociatesCape Town, South Africa

Our client, a leading wealth and investment management institution, is seeking a highly motivated and experienced Wealth Manager to join their team (Winelands area). The focus of this role is on cli...Show moreLast updated: 30+ days ago

Promoted

Banking Advisor Wealth

RmbwestportBellville, Western Cape, South Africa

Promoted

Banking Advisor Wealth

Spane4allBellville, Western Cape, South Africa

Promoted

Financial Advisor – Short Term (HCV & GIT Insurance)

Qetello HoldingsCape Town, South Africa

Financial Advisor – Short Term (HCV & GIT Insurance).R40,000 – R43,000 CTC per month - Negotiable depending on experience. We are seeking a highly motivated and experienced Financial Advisor to join...Show moreLast updated: 30+ days ago

Promoted

Banking Advisor Wealth

WesbankBellville, Western Cape, South Africa

Promoted

Private Wealth Advisor

WesbankBellville, Western Cape, South Africa

Private Wealth Advisor page is loaded## Private Wealth Advisorlocations : Bellvilletime type : Full timeposted on : Posted Todaytime left to apply : End Date : October 1, 2025 (6 days left to ap...Show moreLast updated: 4 days ago