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Banking Advisor

FNB South AfricaCape Town, ZA

30+ days ago

Job description

Job title : Banking Advisor

Job Location : Western Cape, Cape Town

Deadline : October 05, 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 (FSCA Approved) level in Finance or Accounting

Experience - 2 to 3 years’ experience within a Sales / Service area of a financial environment, Banking would be preferred.

A person must not be unrehabilitated insolvent.

End Date : September 30, 2025

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Banking Banking • Cape Town, ZA