Banking Advisor Wealth- Bellville at FNB South Africa

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