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  • Posted: Aug 6, 2025
    Deadline: Aug 31, 2025
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  • The group’s corporate centre includes many of the critical functions required by a large and complex financial services business. It represents custodianship and has ultimate accountability to external stakeholders such as shareholders and regulators. These functions may sound boring at first glance – treasury, risk, compliance, governance, audit, fin...
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    Banking Advisor

    Role Purpose                     

    • To assist in proactively managing a portfolio of FNB Private Wealth Clients with a team of Private Advisors through provision of analysis, research and 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.              

    Responsibilities                                

    • Act responsibly with work related resources in order to contribute to cost containment.
    • Achieve expected financial targets and uphold associated service levels.
    • Deliver exceptional and high quality advice that exceeds customers’ expectations through proactive, innovative and appropriate solutions.
    • Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.
    • Provide sound services and recommendations based on customer and client needs, current information and trends.
    • Develop and manage key stakeholder relationships that enable achievement of operational objectives.
    • Ensure growth and increase in customer base by managing existing clients, generating new leads and growing active customer account base.
    • Identify opportunities to expand our customer base with creditworthy and potentially profitable customers.
    • Provide an efficient administration service through careful and timeous planning, reporting and updating of all relevant information.
    • Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialisation.
    • Compile reports that track progress and guide business to make informed decisions
    • Ensure effective management of the leads pipeline.
    • Support sales through analysis of client portfolio and pro-active client engagement.
    • Contribute to innovation by finding faster and more accurate ways of working.
    • Assist with profit growth for the business through sales and acquisition of new clients.
    • Understand and market all financial services solutions within the relevant business offering.
    • Continuously assess own performance, seek timely and clear feedback and request training where appropriate.
    • Develop, encourage and nurture collaborative relationships within FNB and/or across the FRG.

    Minimum Qualifications and Experience                      

    • Relevant Degree in Finance or Economics or Accounting (FAIS Recognized Qualification).
    • FAIS accreditation required (RE5).
    • Minimum 2 - 3 years’ experience within a Sales/Service area of a financial environment.

    Deadline:14th August,2025

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    Method of Application

    Interested and qualified? Go to FirstRand Corporate Centre on to apply

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