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Banking Advisor Wealth- Bellville

Banking Advisor Wealth- Bellville

FNB South AfricaBellville, ZA
4 days ago
Job description

Job title : Banking Advisor Wealth- Bellville

Job Location : Western Cape, Bellville

Deadline : October 05, 2025

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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
  • Shares
  • 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

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    Banking Advisor Wealth • Bellville, ZA