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Banking Advisor-Bellville

FNB South AfricaBellville, ZA

30+ days ago

Job description

Job title : Banking Advisor-Bellville

Job Location : Western Cape, Bellville

Deadline : September 30, 2025

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Job Description

To assist in proactively managing a portfolio of affluent clients with a team of Private Bankers through provision of analysis, research, sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management.

Are you someone who can :

Proactively manage a portfolio of affluent clients with a team of Private Bankers through provision of analysis, research, sales and service fulfillment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management.

Build sound relationships based on trust and openness.

Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.

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

Assist with profit growth for the business through ensure effective management of the leads pipeline.

Consistently produce high-quality outputs within agreed deadlines.

You will be an ideal candidate if you :

Minimum Qualification - RE5 Certificate with a Degree NQF7 level in Finance or Accounting

Experience - 3 to 5 years’ experience within a Sales / Service area of a financial environment.

A person must not be unrehabilitated insolvent.

You will have access to :

Opportunities to network and collaborate.

Challenging Working Opportunities to innovate.

We can be a match if you are :

Curious & courageous - you are driven by always wanting to know more and learn more and you are brave enough to Obsessed with mastery - you know what it takes to become good at what you do and are constantly pushing yourself to do it.

Ensure growth and increase in customer base by ensuring the management of existing clients, generates new leads and grows active customer account base.

Comply with relevant statutory, legislative, policy and governance requirements and set processes and procedures related to specialization.

End Date : September 30, 2025

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