Career Opportunities at FNB South Africa

Job Description

• To provide proactive and reliable administrative support to facilitate the efficient functioning of the designated functional area, while driving accuracy, compliance, and continuous process improvement.
• Manage costs / expenses within approved budget to achieve cost efficiencies
• Deliver exceptional service that exceeds customer expectations through proactive, innovative and appropriate solutions
• Resolve all customer queries efficiently and within agreed timelines
• Improve customer retention and alignment by proactively managing and engaging the misaligned attrition base, resolving concerns and improving customer retention outcomes
• Provide efficient and effective administrative support to ensure accuracy within the functional area
• Comply with governance in terms of legislative and audit requirements
• Maintain effective electronic tracking and monitoring of activities and timelines to support administrative and process efficiency
• Provide timeous and accurate management information to support improved business decision-making
• Maintain high performance standards through consistent delivery against defined KPIs and service levels
• Manage own development to increase competencies and continue with all compliance training requirements

End Date: June 10, 2026

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Job Description

• To deliver exceptional experience and education to Private Clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles.

Are you someone who can:

• Build working relationships across teams and functional lines to enhance work delivery, collaboration and innovation
• Identify and utilise opportunities for revenue growth to deliver on sales targets
• Provide appropriate banking and financial solutions across an allocated portfolio of clients
• Develop, encourage and nurture collaborative relationships within FNB and/or across the FRG
• Ensure compliance to legislative and audit requirements and adherence to relevant processes
• Conduct client reviews within the context of client engagements and market all financial services solutions within the relevant business offering
• Deliver customer experience excellence in own service delivery aligned to Organisational values and service standards
• Deliver internal and external customer service excellence through adherence to quality service standards
• Prevent wastage and identify process improvements to contain and reduce costs
• Achieve revenue and profit targets by growing portfolio base, providing independent holistic advice and solutions that ensure revenue and profit growth

You will be an ideal candidate if you:

• Relevant NQF7 Level Degree in Finance, Economics or Accounting.
• Completed RE5 qualification.
• Experience - 3 to 5 years’ experience within a Sales/Service area of a financial environment.

Candidates are required to have sign-off on the following sub-categories:

• Long-Term Insurance subcategory B1
• Long-Term Insurance subcategory C
• Retail Pension Benefits
• Participatory Interests in a Collective Investment Scheme
• Long-term Deposits (advantage)
• Short-term Deposits (advantage)
• Long-term Insurance subcategory B1-A

End Date: June 13, 2026

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Job Description

• To provide a positive customer experience by being helpful and sensitive to customer needs, expectation and providing product solutions including directing customers to the correct channel (eChannels and Self Service) whilst adhering to policy and process.

Are you someone who can:

• Engage customers in a positive and professional manner by being helpful
• by living up to our brand promise of “How can we help you?” at all times
• Understand customer needs to identify, sell, and cross-sell products aligned to customer needs and provide appropriate banking and financial solutions
• Educate customers on the correct banking platforms suited to their needs to proactively migrate customers to digital, e-Channels, and self-service platforms
• Fulfil transactions above set benchmarks while delivering exceptional service
• Manage leads, referrals, and customer follow-ups within agreed turnaround times
• Maintain accurate customer records and ensure compliance with FAIS, FICA, TCF, and internal governance
• Always conduct yourself in an ethical and professional manner
• Take accountability for personal performance, learning, and career development
• Stay informed on product offerings, systems, and industry developments
• Contribute to team success and adapt to changing customer and business needs

Qualification & Experience Requirement

• Minimum Qualification: Grade 12/ NQF Level 4 
• Preferred Qualification: NQF Level 5 Certificate in Banking, Business Administration, Customer Service, or related fields recognized by FAIS
• 1–3 years of experience in customer‑facing environments, service delivery, or client support within financial services

You will be an ideal candidate if you possess the following:

• Strong understanding of FAIS, TCF principles, and regulatory compliance
• Proven ability to meet sales, service, and customer experience targets
• Must not be an unrehabilitated insolvent

You will have access to:

• Opportunities to build strong customer relationships within a dynamic POP environment
• A challenging, fast-paced branch setting
• Continuous learning and development aligned to your career path
• Opportunities to make a meaningful impact as a brand ambassador within a local market

You can be a match if you are:

• Client-focused with a strong ethical mindset
• Passionate about service excellence and problem-solving
• Confident in needs-based selling and solution delivery
• Agile, adaptable, and comfortable in a high-volume environment
• A strong communicator with excellent interpersonal skills
• Results-driven with strong planning and organisational skills
• Detail-oriented with high compliance awareness
• Able to work independently and collaboratively within a team

End Date: June 10, 2026 

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Are you someone who can:

• Contribute to the development of a budget aligned to operational delivery plans, monitor effectiveness, and report on variances
• Identify and implement on opportunities for revenue growth in order to deliver on sales targets
• Continuously focus on providing optimal services and improving service delivery processes to meet or exceed customer expectations
• Deliver internal and external customer service excellence through adherence to quality service standards
• Establish mutually beneficial relationships with stakeholders, that support thought leadership, innovative and integrated practice solutions
• Build and maintain strategic relationships with internal and external parties to enable the business development strategy Build relationships with Wealth Managers and Independent Financial Advisors who will be introducing new clients to the Wealth and Investments business

You will be an ideal candidate if you can:

• Provide insights to clients on information on investment decisions
• Conduct competitor analysis and innovate on new value propositions which align with the various client segments
• Engage research companies to gather information to make informed financial recommendations and decisions
• Monitor and record key industry trends that can impact on the current and future offering
• Improve business decisions by providing accurate and reliable business intelligence derived from analysing trends and data
• Assess and interpret complicated financial information
• Engage with the research analytics and economists' team to build financial models
• Meet with investment analysts and company managers to discuss financial matters
• Implement the Wealth and Investments house view to the client’s portfolio and make changes as and when required Develop differentiated service models for the relevant client segments Explore business development opportunities and contribute to the expansion of AUM
• Identify new revenue opportunities through effective portfolio analysis

You will have access to:

• Opportunities to network and collaborate
• A challenging working environment
• Opportunities to innovate

We can be a match if you:

• Contribute or input towards Investment Philosophy and stock selection
• Share market knowledge and add additional value to the Wealth Managers upon site visits
• Provide insight in order to ensure retention of clients by ensuring the timely review of portfolio investments
• Continuously assess own performance, seek timely and clear feedback and request training where appropriate.
• Develop, encourage and nurture collaborative relationships across the FRG
• Have FAIS, RE, Class of Business and DOFA (this is critical for the role)

End Date: June 12, 2026

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Job Description

• To deliver an exceptional and efficient customer experience by proactively understanding customer needs, providing tailored product solutions, and directing customers to the most suitable service channels (including eChannels and self-service). Ensure all interactions align with established policies, processes, and service standards.

Please note that this is a 12 Month Fixed Term Contract

Are you someone who can:

• Build and maintain strong relationships with clients.
• Provide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations.
• Effectively communicate with clients and have the ability to explain processes and requirements in a simple manner.
• Ensure compliance with rules and processes and has attention to detail.
• Educate customers to the correct Banking platform aligned with their needs.
• Connect with our customers by living up to our brand promise of “how can we help you?” at all times.
• Analyse customer data and recommend tailored solutions.
• Achieve sales results by providing contextual and integrated financial solutions to customers.
• Conduct yourself in an ethical manner.
• Takes accountability for own performance, personal and career development.
• Show empathy with customers.
• Stay updated on industry trends and product knowledge.
• Willing to work on a shift structure

Qualification & Experience Requirement

• Minimum Qualification: Grade 12/ NQF Level 4 
• Preferred Qualification: NQF Level 5 Certificate in Banking, Business Administration, Customer Service, or related fields recognized by FAIS
• 1–3 years of experience in customer‑facing environments, service delivery, or client support within financial services

You will be an ideal candidate if you possess the following:

• Excellent communication and relationship‑building skills and an ability to engage diverse customer needs
• Confidence in guiding customers toward digital and Self‑Service solutions
• Ability to identify sales opportunities and support portfolio growth
• High levels of accuracy, discipline, and adherence to process
• Strong organising, planning, and time‑management capability
• Commitment to delivering consistent, exceptional service

You will have access to:

• Opportunities to build relationships as part of a dynamic team.
• A challenging working environment
• Personal and professional growth
• Opportunities to have an impact in a local market as a brand ambassador.

You can be a match if you are:

• Customer Centric.
• Enjoy solving problems.
• Persuasive selling skills
• Able to understand rules in a regulated environment.
• Agile and Flexible
• Strong communication and interpersonal skills
• Have a results-driven attitude with a passion for exceeding targets.
• Have excellent Organisational skills and attention to detail.

End Date: June 11, 2026

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Job Description

• To ensure that the administration of a deceased estate is completed efficiently, professionally and profitably, to meet financial and revenue targets using the Administration of Estates Act 66 of 1965 and other applicable legislation ironment that lives up to the promise of staying curious.
• Now’s the time to imagine your potential in a team where experts come together and ignite effective change. 

Are you someone who can 

• Independently manage end to end Deceased Estates Administration in terms of the administration of estates act 
• Manage escalations 
• Analytical thinker and ability to utilise legal background/knowledge to problem solve complexities that arise in estate administration 
• Understanding and a working knowledge of Business entities, Estate Duty, Capital gains and Income tax relating to deceased estates 
• Excellent customer communications skills. 
• Ability and understanding of risk and compliance features within financial  (fiduciary) industry 

You will be an ideal candidate if you 

• A minimum of an Estates Diploma qualification
• Minimum of 3 years’ experience administering deceased estates within a Fiduciary environment 

You will have access to: 

• Opportunities to network and collaborate 
• A challenging working environment 
• Opportunities to innovate 

End Date: June 13, 2026

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Job Description

• To manage and grow a portfolio of high-value clients by executing the customer relationship management strategy within defined parameters. Contribute to strategic initiatives and translate them into operational plans to drive client satisfaction, retention, and revenue growth.
• Ensure effective delivery of client services through proactive relationship management and continuous improvement of service standards.

Are you someone who can:

• Deliver high quality, high touch client relationship management and advice to corporate clients within the retirement fund and group risk benefits environment. This role ensures that benefit structures are optimally designed, compliant, well communicated, and aligned to the needs of employers and their members.

You will be an ideal candidate if you have:

Qualifications & Experience

• Grade 12 (Matric)
• Bachelor's Degree in Commerce or a related field
• Regulatory Examination (RE) qualification will be advantageous
• Proven experience in retirement funding, employee benefits consulting, and group risk solutions.
• Minimum of 3–5 years’ consulting experience
• Strong knowledge of industry products, regulatory requirements, and benefit consulting practices.

You will have access to:

• Opportunities to network and collaborate.
• A challenging working environment
• Opportunities to innovate.

Key Responsibilities

Client Advisory & Benefit Design

• Provide FAIS compliant financial advice to corporate clients on retirement funds and group risk benefits.
• Design, review, and tailor benefit structures based on workforce demographics, employer budgets, and strategic objectives.
• Analyse existing benefit arrangements to identify gaps, inefficiencies, risks, or shortfalls, and propose improved solutions.
• Present recommendations and provide strategic guidance to employer decision‑makers, trustees, and HR executives on an ongoing basis.

Client Engagement & Relationship Management

• Build and maintain strong, trust-based relationships with clients at both employer and member level.
• Manage ongoing client needs through high touch, proactive engagement, ensuring consistent service excellence.
• Conduct benefit reviews, induction sessions, member education engagements, and strategic planning sessions.
• Act as the primary point of contact, ensuring first-time resolution of queries and seamless service delivery.

Communication & Member Support

• Provide input on member communication including benefit guides, presentations, and change management material.
• Translate complex benefits and legislative concepts into clear, easy-to-understand communication for members.
• Support digital adoption and guide members on tools and platforms enhancing member experience.

Compliance, Governance & Reporting

• Ensure all advice, communication, and processes are aligned with FAIS, fund rules, and regulatory requirements.
• Maintain accurate administration, reporting, and documentation in line with internal governance standards.
• Identify and escalate potential risks, ensuring protection of both the client and the organisation.

End Date: June 12, 2026

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Job Description

• The Communications Manager plays a critical leadership role in shaping how employees across Broader Africa and in the Centre (SA) experience, understand, and connect to strategy, leadership, and our overall business culture.

This is a layered approach:

• The role is responsible for setting the internal communications and employee experience agenda across a complex, multi-brand, pan-African environment. The Communications Manager ensures that employees feel informed, aligned, recognised, and part of a connected Broader Africa community.
• With a strong focus on internal communications, employee engagement, and internal events, this role balances strategic leadership with hands-on delivery. It translates business strategy into clear, credible, and human communication that reflects our FirstRand values, and Broader Africa mindset – a high-performance culture, and commitment to its people – all while respecting local nuance across all bA countries.

Are you someone who can:

Internal Communications Strategy & Delivery:

• Develop and own the internal communications strategy aligned to organisational priorities, brand positioning, and people strategy.
• Bring the Employee Value Proposition (EVP) to life.
• Translate/elevate group, regional, and segment strategies into clear, engaging internal messaging.
• Create integrated communication plans for key initiatives, change programmes, leadership priorities, and rewards efforts.
• Manage all employee communications for bAs CEO and top Execs Ensure consistency of tone, messaging, and narrative across all internal communication channels, and staying true to the bA personality.
• Act as a trusted advisor to executives and other stakeholders across bA on internal messaging and engagement approaches.
• Drive engaging employee engagement initiatives that aim to build a sense of belonging and pride in the team.
• Drive marketing and communication support to Enablement Functions in the Broader Africa space Efficiently roll out group comms and manage the dissemination of relevant messages from RMB, FNB and FirstRand to target audiences across Broader Africa and International Have basic creative/design experience.
• Build a strong employee brand

Executive & Leadership Communications:

• Have leadership capabilities and maturity to deal with stakeholders from C-suite to all levels of the business Partner with executives to shape internal messaging, including townhalls, connect sessions, leadership updates, organisational announcements, and moments of change.
• Draft, edit, and refine executive communications such as speeches, emails, scripts, talking points, presentations, and internal announcements.
• Provide counsel on message sequencing, audience segmentation, and communication timing.
• Support leadership visibility and authenticity through well-crafted, human-centred communication

Content Creation & Channel Management:

• Own and manage internal communication channels (e.g. email communications, digital platforms, collaboration tools, online events, Sync channel usage, etc.).
• Create high-quality written and recorded content, including articles, announcements, podcasts, videos, campaign copy, toolkits, and internal campaigns. Brief and manage designers, videographers, photographers, and agency partners where required.
• Ensure communications are accessible, engaging, and appropriate for diverse audiences across Broader Africa.
• Briefing and working alongside design teams for all creative collateral for internal usage.

Employee Experience & Engagement:

• Design and deliver employee experience initiatives that reinforce organisational culture, values, and purpose.
• Partner closely with HR and People teams on engagement, change, wellbeing, recognition, and culture-building initiatives.
• Use employee feedback, engagement data, and sentiment insights to continuously improve communication and event effectiveness.
• Champion a people-first approach that considers diverse employee needs across regions, roles, and contexts.

Internal Events Leadership:

• Act as the internal event's “owner” for flagship internal events (e.g. townhalls, leadership forums, recognition events, employee milestones, year-end functions), working closely with the events team to manage logistics.
• Own the communication narrative, content, and experience design for internal events, in partnership with events teams and stakeholders.
• Coordinate with events team stakeholders and aides to ensure seamless planning, messaging, and execution.
• Ensure events are purposeful, on-brand, inclusive, and aligned to strategic objectives and budget.

Stakeholder, Regional & Community Leadership:

• Build and sustain a strong sense of community and belonging across the Centre and all Broader Africa countries.
• Ensure employees across bA feel connected to a shared identity, while recognising and celebrating local context and achievement.
• Lead and coordinate the Broader Africa internal communications community, holding country internal communications teams accountable to shared goals, standards, and priorities. Set clear expectations, frameworks, and ways of working for internal communications across the region.
• Work collaboratively with country communications leads to drive consistency of narrative, tone, and experience, while enabling appropriate localisation and in-country ownership.
• Act as the central connector between the Group and Broader Africa strategy, leadership priorities, and country-level execution

Measurement & Continuous Improvement:

• Define and track success metrics for internal communications and engagement initiatives.
• Regularly review channel performance, engagement data, and qualitative feedback. Use insights to refine approaches, recommend improvements, and demonstrate value to leadership.

Enablement Marketing and Communications

Responsible for strategy development and execution for Broader Africa Enablement functions

Key Deliverables

• Annual internal communications and employee experience strategy Integrated communication plans for priority initiatives Executive and leadership communication materials Internal event narratives and content frameworks High-quality internal content across channels Post-event and campaign evaluations with insights and recommendations

You will be an ideal candidate if you have:

Skills & Competencies

Qualifications and experience:

• Educational Background: Bachelor’s degree in marketing, Business, Communications, or a related field.
• Experience: 10+ years of experience in Communications, Marketing, Advertising and Media (incl. digital) ideally within the financial services sector Experience in managing Integrated Marketing and Communications initiatives.
• Experience working with design agencies and coordinating cross-functional marketing projects.
• Experience in and knowledge of Public Relations, Brand Management and Business Communications concepts and practices Managing campaigns across geographies.
• Strong analytical and strategic thinking skills Excellent communication and collaboration abilities.
• Experience in managing/hosting in-person and virtual events across multiple geographies.
• Experience working with senior leadership (EXCO and CEO level) on distilling complex business narratives into consumable content

Core Skills:

• Exceptional written and verbal communication skills
• Big game temperament.
• Strong storytelling and narrative-building capability.
• Strategic thinking with the ability to translate strategy into action Out of the box thinking, with problem solving skills to accommodate changes in budgets/schedules/timelines/etc.
• Stakeholder management and influencing at senior levels Project and event coordination skills.
• Strong attention to detail and high-quality standards.
• Flexibility to manage individual deadlines with minimal supervision, while also working well and collaborating in a team environment.
• Ability to work across multiple brands and countries, taking respective nuances into consideration when landing important projects and deadlines

Behavioural Competencies:

• Calm, confident, and trusted advisor Highly organised and able to manage multiple priorities and projects.
• Collaborative, relationship-driven, and inclusive Adaptable and resilient in complex, fast-paced environments Empathetic and people-centred in approach.
• Strong management skills to manage and enable various support teams.

Leadership Expectations:

This role operates as a senior leadership partner within Broader Africa and is expected to demonstrate the following:

• Trusted advisor to leadership: Engage confidently with the Broader Africa CEO, EXCO, and senior leaders, providing clear counsel on internal communication, employee sentiment, and engagement risk or opportunity.
• Standard-setter across the region: Set the bar for internal communications quality, clarity, and consistency across all Broader Africa countries, and hold internal communications leads accountable to shared goals and ways of working.
• Connector and collaborator: Actively connect people, teams, and markets – bridging gaps between the Group, Broader Africa, and in-country priorities to drive alignment and shared understanding.
• Calm leadership presence: Lead with credibility and composure during periods of change, complexity, or uncertainty, ensuring employees remain informed and supported.
• Culture carrier: Model Group, Brand and bA values and performance culture, in how communication is shaped, delivered, and experienced (both remotely and in-person)

Success Measures:

• Improved employee understanding of strategy and priorities Strong engagement with internal communication channels and events.
• Positive feedback from executives and stakeholders High-quality, consistent internal communications aligned to brand and culture.
• Tangible contribution to employee engagement and experience outcomes.

End Date: June 6, 2026

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Job Description

• To support the generation and maintenance of new revenue streams across the banking product suite by assisting in the origination and structuring of moderately complex, medium-value deals within the assigned sector or product area. Contribute to profitability, market share, and competitive positioning by executing deal-related activities, collaborating with internal stakeholders, and ensuring alignment with strategic objectives and compliance standards.
• Own growth in complex EB opportunities across top-tier brokers and strategic IFAs, including solution design beyond standard templates, and origination of abstract/structured deals. Deliver API growth exceeding R30m annually.
• Key areas of expertise are in pension, asset-based solutions and group risk. A solutionist mind set is required.

Are you someone who can:

• Develop non-standard, bespoke Employee Benefit proposals for IFAs to consider FirstRand Invest and Insure solutions.
• Manage Tier-1 brokers and national aggregators. The large client base requires attention and detailed execution of service commitments.
• Develop relationships with bankers and key stakeholders to drive deal acceptance by the client. Building a pipeline of RMB corporate clients that will consider solutions at their next market rebroke together with their IFA.
• Lead pricing strategy within mandate and negotiate commercial terms. Working with product houses to offer pricing insights and set standards on how different IFA houses are dealt with.
• Deliver advanced PST and thought leadership. When required, the candidate is expected to drive conversations with IFAs to consider ideas that may lead to further product development for FirstRand.
• Manage large pipeline and strategic book of business. Offering deep insights into contract performance and ensuring SLAs are upheld by the service areas.
• Mentor junior consultants. Develop junior consultants offering insights into deal mechanics for their further development.
• Lead cross-functional deal teams. Where a deal compromises multiple stakeholders to manage the work streams and deliverables in order to meet the clients’ objectives.
• Uphold advanced compliance practices. Ensuring compliance and the strictest ethical standards are upheld at every stage of the deal making cycle.

You will be an ideal candidate if you have:

• NQF7 required or relevant Degree
• CFP advantageous
• FAIS Fit & Proper
• 10+ years in EB distribution.
• Strong abstract solutioning and negotiation skills.
• Track record exceeding large API and AUM/ Pension targets.

Targets:

• API: >R30m annually.
• Retention: ≥93–95%.

You will have access to:

• Opportunities to network and collaborate
• A challenging yet growth enabling environment
• Opportunities to innovate

We can be a match if you are: 

• Adaptable and curious
• Analyse and map out end to end processes 
• Be an independent worker and be able to work with a broad range of stakeholders 
• Thrive in a collaborative environment

End Date: June 12, 2026

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Role Purpose:

• To deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles.

Are you someone who can: 

• Achieve revenue and profit targets by growing portfolio base, providing independent holistic advice and solutions that ensure revenue and profit growth.
• Identify and utilize opportunities for revenue growth to deliver on sales targets.
• Provide appropriate banking and financial solutions across an allocated portfolio of clients.
• Identify Local and Offshore fiduciary opportunities and advise on client philanthropy.
• Ensure compliance with legislative and audit requirements and adherence to relevant processes.
• Build working relationships across teams and functional lines to enhance work delivery, collaboration, and innovation.
• Develop, encourage and nurture collaborative relationships within FNB and/or across the First Rand Group (FRG).
• Conduct client reviews within the context of client engagements and market all financial services solutions within the relevant business offering.
• Participate in planned activities that are appropriate for own development.
• Deliver customer experience excellence in own service delivery aligned to Organizational values and service standards.
• Deliver internal and external customer service excellence through adherence to quality service standards.
• Prevent wastage and identify process improvements to contain and reduce costs.

You will be an ideal candidate if you: 

• Relevant NQF7 Level Degree in Finance, Economics or Accounting.
• Completed RE5 qualification.
• Preferred Qualification - Certified Financial Planner (CFP)
• Experience - 3 to 5 years’ experience in Banking, Investment, Financial Planning, Wealth
• Management, and client facing environment.
• Full understanding of money management principles

End Date: June 14, 2026 

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Are you someone who can:

• Deliver exceptional experience and education to Private Wealth Clients on basic wealth creation, accumulation.
• Increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles.
• Understand and market all financial services solutions within the relevant business offering.
• Assist with profit growth for the business through ensuring effective management of the leads pipeline.
• Produce consistently high-quality outputs within agreed deadlines.

You will be an ideal candidate if you:

• Minimum Qualification - Relevant NQF level 7 FSCA approved Degree.
• RE5 Regulatory Compliance Certificates with relevant COB (Class of Business) Meet all requirements on SUB-CATS.
• Experience - 3 to 5 years’ experience within a Sales/Service area of a financial environment.

You will have access to:

• Opportunities to network and collaborate.
• Earn basic guaranteed rewards with uncapped earning potential.
• Opportunities to innovate.

We can be a match if you are:

• Able to build sound relationships based on trust and openness.
• 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 as well as set processes and procedures related to area of specialization.

End Date: July 2, 2026 

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Are you someone who can:

• Provide product training and field most Independent Financial Advisor queries due to your in-depth understanding of Investments, Insure and other First Rand products.
• Ensure Independent Financial Advisors are kept abreast of latest product and policy enhancements, changes, and offerings.
• Proactively seek sales opportunities.
• Deliver exceptional service that exceeds customers' expectations through proactive, innovative and appropriate service and solutions to the Independent Financial Advisor.
• Assist Independent Financial Advisor’s to expand their value proposition and grow their respective business.
• Render administrative support to the Independent Financial Advisors, which includes but not limited to processing and servicing requests and quotations, for timely turnaround.
• Facilitate interaction between Independent Financial Advisors and Product Specialist on more technical requests.
• Keep up to date with competitor products, services and industry trends

You will be an ideal candidate if you have:

• Matric
• NQF5 is advantageous.
• RE 5 would be beneficial
• At least 3 to 5 years of Broker Consulting experience within the Independent Financial Advisor and Investments space
• 3 years of experience in Life Assurance
• Relevant Class of Business training.
• Experience in and working with Group Risk, Individual Life and Investment products.
• An affinity for sales, are highly motivated and client centric.
• Have good attention to detail.
• Are curious, innovative and willing to learn.
• Willing to travel locally.

You will have access to:

• Opportunities to network and collaborate
• A challenging working environment that is progressive and agile
• Opportunities to innovate where initiative is taken and owned end to end

We can be a match if you are:

• Adaptable and curious
• Analyze complex data sets
• Thrive in a collaborative environment

End Date: June 18, 2026 

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Job Description

To be responsible for delivering tailored financial solutions to high-net-worth clients, engage directly with clients to understand their unique financial needs and objectives.

• Provide in-depth knowledge in specific banking products (lending, deposits, cash management).
• Develop customised banking solutions for complex client needs.
• Staying current on regulatory changes affecting banking products.
• Serve as the technical expert for sophisticated banking arrangements.
• Structure sophisticated credit facilities (unsecured loans, lines of credit).
• Arrange specialised mortgages for luxury properties or complex ownership structures.
• Create custom deposit solutions with preferential rates.
• Implement cash management strategies for non-trading entities.
• Facilitate foreign currency transactions and international banking needs.
• Work alongside other specialists during client meetings.
• Explain technical aspects of banking solutions to clients.
• Help resolve complex banking issues or service concerns.
• Provide quick response to time-sensitive client banking requests.

End Date: June 11, 2026

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Role Purpose:  

• To deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles.  

Are you someone who can:   

• Achieve revenue and profit targets by growing portfolio base, providing independent holistic advice and solutions that ensure revenue and profit growth.  
• Identify and utilize opportunities for revenue growth to deliver on sales targets. 
• Provide appropriate banking and financial solutions across an allocated portfolio of clients. 
• Identify Local and Offshore fiduciary opportunities and advise on client philanthropy. 
• Ensure compliance with legislative and audit requirements and adherence to relevant processes. 
• Build working relationships across teams and functional lines to enhance work delivery, collaboration, and innovation.  
• Develop, encourage and nurture collaborative relationships within FNB and/or across the First Rand Group (FRG).  
• Conduct client reviews within the context of client engagements and market all financial services solutions within the relevant business offering. 
• Participate in planned activities that are appropriate for own development. 
• Deliver customer experience excellence in own service delivery aligned to Organizational values and service standards.  
• Deliver internal and external customer service excellence through adherence to quality service standards.  
• Prevent wastage and identify process improvements to contain and reduce costs. 

You will be an ideal candidate if you:   

• Relevant NQF7 Level Degree in Finance, Economics or Accounting. 
• Completed RE5 qualification. 
• Preferred Qualification - Certified Financial Planner (CFP) 
• Experience - 3 to 5 years’ experience in Banking, Investment, Financial Planning, Wealth Management, and client facing environment. 
• Full understanding of money management principles

End Date: June 14, 2026

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Are you someone who can:

• Engage customers in a positive and professional manner by being helpful
• by living up to our brand promise of “How can we help you?” at all times
• Understand customer needs to identify, sell, and cross-sell products aligned to customer needs and provide appropriate banking and financial solutions
• Educate customers on the correct banking platforms suited to their needs to proactively migrate customers to digital, e-Channels, and self-service platforms
• Fulfil transactions above set benchmarks while delivering exceptional service
• Manage leads, referrals, and customer follow-ups within agreed turnaround times
• Maintain accurate customer records and ensure compliance with FAIS, FICA, TCF, and internal governance
• Always conduct yourself in an ethical and professional manner
• Take accountability for personal performance, learning, and career development
• Stay informed on product offerings, systems, and industry developments
• Contribute to team success and adapt to changing customer and business needs

Qualification & Experience Requirement

• Minimum Qualification: Grade 12/ NQF Level 4 
• Preferred Qualification: NQF Level 5 Certificate in Banking, Business Administration, Customer Service, or related fields recognized by FAIS
• 1–3 years of experience in customer‑facing environments, service delivery, or client support within financial services

You will be an ideal candidate if you possess the following:

• Strong understanding of FAIS, TCF principles, and regulatory compliance
• Proven ability to meet sales, service, and customer experience targets
• Must not be an unrehabilitated insolvent

You will have access to:

• Opportunities to build strong customer relationships within a dynamic POP environment
• A challenging, fast-paced branch setting
• Continuous learning and development aligned to your career path
• Opportunities to make a meaningful impact as a brand ambassador within a local market

You can be a match if you are:

• Client-focused with a strong ethical mindset
• Passionate about service excellence and problem-solving
• Confident in needs-based selling and solution delivery
• Agile, adaptable, and comfortable in a high-volume environment
• A strong communicator with excellent interpersonal skills
• Results-driven with strong planning and organisational skills
• Detail-oriented with high compliance awareness
• Able to work independently and collaboratively within a team

End Date: June 12, 2026

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Role Purpose

• Seeking a highly analytical and detail-oriented Lending Analyst to support lending activities within our Ultra-High Net Worth (UHNW) portfolio. This role partners closely with a Lending Specialist to deliver seamless end-to-end lending support, ensuring exceptional service and operational excellence for our most prestigious clients.
• This is an exciting opportunity for a banking professional with strong systems knowledge and a passion for working within Private Wealth

You will be an ideal candidate if you have

• 3–5 years’ experience within a Private Wealth or Private Banking environment
• NQF7 FSCA approve - Degree
• Exposure to UHNW client portfolios is highly advantageous

Technical Expertise

Strong working knowledge of lending systems and processes, including:

• Pyramid
• eCFA
• FACT
• Lotus Notes
• Pricing Portal

We can be a match if you have:

• Understanding of the full lending value chain
• Familiarity with RJC policies and internal lending fulfilment processes

Core Knowledge

• Deep understanding of the Private Wealth value proposition
• Knowledge of banking mandates across Risk & Compliance (R&C)
• Exposure to Global Markets, FX, and transactional banking products

End Date: June 14, 2026 

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Role purpose -

• The Banking Specialist is responsible for delivering tailored, high-value banking solutions to High-Net-Worth clients. The role involves direct engagement with clients to understand complex financial needs and objectives, while providing expert banking advice and execution across lending, deposits, cash management, and international banking solutions. 
• This role acts as the technical banking expert, partnering closely with relationship managers, wealth advisors, and specialists to deliver seamless, responsive, and sophisticated client solutions. 

Client Engagement & Advisory 

• Engage directly with High-Net-Worth clients to understand their financial needs, objectives, and structures. 
• Deliver expert guidance on complex banking solutions in a clear and client-friendly manner. 
• Participate in joint client meetings alongside Wealth Advisors and other specialists. 
• Provide responsive support for time-sensitive and complex client banking requests. 
• Assist in resolving escalated or sophisticated banking service issues. 

You will be a suitable candidate if you have;

Banking Product Expertise 

• Provide in-depth technical knowledge across: Lending solutions; Deposits; products & Cash management services 
• Serve as the subject-matter expert for complex and bespoke banking arrangements. 
• Stay current on regulatory, risk, and compliance changes impacting banking products and services. 

Lending & Credit Solutions 

• Structure sophisticated credit facilities, including Unsecured lending; Lines of credit; Specialised and bespoke lending solutions 
• Arrange mortgages for luxury properties and complex ownership structures. 
• Collaborate with internal credit, risk, and lending teams to ensure compliant execution. 
• Design and implement customized cash management strategies, including for non-trading entities. 
• Facilitate foreign currency transactions and support international banking requirements. 
• Coordinate cross-border banking solutions in line with regulatory frameworks. 

Collaboration & Stakeholder Management 

• Work closely with relationship managers, wealth advisors, product specialists, and operational teams. 
• Translate complex banking structures into actionable solutions for both clients and internal stakeholders. 

Key Essential Requirements 

• Proven experience in banking, private banking, or high-net-worth client environments.
• BCom Degree – NQF7 FSCA approved 
• RE5 Certificate 
• Strong expertise in: Lending and credit structuring; Deposit and cash management solutions; International banking and FX.
• Sound understanding of banking regulations, risk, and compliance 
• Strong client engagement and solution-structuring capability 
• Ability to explain technical banking solutions clearly and confidently 
• High attention to detail with strong execution discipline 

Key Competencies 

• Client-centric advisory approach 
• Advanced technical banking knowledge 
• Strong problem-solving and decision-making skills 
• Excellent stakeholder management 
• Ability to operate with urgency and precision 
• Commercial and risk-aware mindset 

End Date: June 14, 2026 

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Job Description

• To drive sales performance by applying established processes to achieve individual targets within the assigned area. Build and sustain strong customer relationships through effective engagement and exceptional service delivery. Contribute to team success by consistently meeting objectives and supporting a superior customer experience.

Are you someone who can:

• Apply appropriate sales processes within area of responsibility to achieve sales targets and build client relationships.

You will be an ideal candidate if you have:

• Completed a FSCA recognized FAIS relevant NQF Level 5 Qualification or high qualification.
• Completed First Level Regulatory Examination

You will have access to:

• Opportunities to network and collaborate.
• A challenging working environment
• Opportunities to innovate.

You will be a match if you are:

• Achievement of targets for business.
• Understand, read, and anticipate the market and clients’ needs to design and deliver innovative, customized value adding solutions to portfolio of clients.
• Deliver exceptional service that exceeds clients’ expectations through proactive, innovative, and appropriate solutions.
• Maximise Business Portfolio cross sell opportunities and strengthen client relationships. · Maintenance of expert knowledge on specific products, pricing, application procedure, processing, and timelines in order to drive and achieve relevant sales targets.
• Understand reasons for and comply with governance in terms of legislation and audit requirements.
• Retrieve all qualified leads from internal channel sales pipeline and make contact with existing or new customer to generate a sale. Source new leads through external contacts and other channels to increase customer base if required.
• Contact prospective clients and sell appropriate banking products in order to achieve sales targets.
• Deliver the end-to-end client management process through continuous engagement with the client on process milestones, selling the FNB value proposition, facilitating the application process on behalf of the client, prepare the proposal to credit, manage internal dependencies, close the deal and manage post sales queries when relevant.
• Analyse competitor information gathered and ensured active monitoring of market trends and influences. Identify new business opportunities that impact on the industry.
• Track, control, and influence sales activities with the specific aim to achieve previously determined sales targets in line with quality, productivity and sales requirements.
• Manage own development to increase own competencies.

End Date: June 12, 2026

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Are you someone who can:

• Lead and support the sales and service team to achieve and exceed agreed targets
• Drive sales across product and campaign initiatives to optimise growth and profitability
• Deliver customer experience excellence aligned to organisational values and service standards
• Communicate service solutions clearly and secure customer and stakeholder buy in
• Ensure product knowledge and advice provided is technically accurate and compliant
• Engage customers to understand unique requirements and support value optimisation and product integration
• Manage and grow the active customer account base within the branch
• Analyse customer insights and business data to identify service and sales improvement opportunities
• Provide regular reporting on service delivery, customer targets, and SLA performance

Leadership, People & Performance Responsibilities

• Manage team delivery against goals within the area of responsibility
• Set meaningful stretch goals and motivate team achievement
• Provide ongoing coaching, guidance, and performance feedback
• Identify development needs and ensure personal development plans are created, implemented, and reviewed
• Create a development culture where learning, insights, and best practice are actively shared
• Manage performance moderation, recognition, disciplinary, and retention processes in line with HR policies
• Participate in Talent Management practices and succession planning
• Implement Employment Equity plan targets in recruitment and employee movement activities
• Resolve conflict and respond to employee concerns in a timely and fair manner
• Ensure effective transfer of skills across functions within the team

Compliance, Risk & Governance

• Ensure full compliance with statutory, legislative, policy, and governance requirements
• Implement and embed relevant policies and practice standards across the team
• Maintain up to date knowledge of legislative changes, industry best practice, and internal compliance requirements
• Ensure system and process compliance and address audit findings effectively
• Identify, assess, and manage risks within the area of accountability
• Provide input into governance and compliance process improvements
• Educate team members on risk management, compliance expectations, and process enhancements
• Participate in specialist risk and governance forums where required

Qualification & Experience Requirement

• Minimum Qualification: Grade 12/ NQF Level 4 
• Preferred Qualification: NQF Level 5 Certificate in Banking, Business Management, or related fields
• 1–3 years of experience in sales, management and/or preferred supervisory experience

You will be an ideal candidate if you possess the following:

• Proven leadership experience within a sales and service branch environment
• Strong track record of achieving sales, service, and customer experience targets
• Solid understanding of compliance, risk, and governance within financial services
• Experience coaching, developing, and managing team performance
• Ability to analyse data and translate insights into practical actions

You will have access to:

• Leadership opportunities within a dynamic Points of Presence environment
• Ongoing learning and development aligned to leadership and sales excellence
• Exposure to cross functional collaboration and communities of practice
• The opportunity to influence customer outcomes, team capability, and business growth

You can be a match if you are:

• Customer obsessed with a passion for service excellence
• Results driven and motivated by team success
• Confident in influencing, coaching, and communicating
• Ethical, disciplined, and risk aware
• Analytical and comfortable working with data and insights
• Adaptable, resilient, and energised by a fast-paced environment
• Committed to developing people and building high performing teams

End Date: June 12, 2026 

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Job Description

• To deliver an exceptional and efficient customer experience by proactively understanding customer needs, providing tailored product solutions, and directing customers to the most suitable service channels (including eChannels and self-service). Ensure all interactions align with established policies, processes, and service standards.

Please note that this is a 12 Month Fixed Term Contract based at FNB Alternative Channel (Pick ‘n Pay Initiative)

Are you someone who can:

• Build and maintain strong relationships with clients.
• Provide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations.
• Effectively communicate with clients and have the ability to explain processes and requirements in a simple manner.
• Ensure compliance with rules and processes and has attention to detail.
• Educate customers to the correct Banking platform aligned with their needs.
  Connect with our customers by living up to our brand promise of “how can we help you?” at all times.
• Analyse customer data and recommend tailored solutions.
• Achieve sales results by providing contextual and integrated financial solutions to customers.
• Conduct yourself in an ethical manner.
• Takes accountability for own performance, personal and career development.
• Show empathy with customers.
• Stay updated on industry trends and product knowledge.
• Willing to work on a shift structure

Qualification & Experience Requirement

• Minimum Qualification: Grade 12/ NQF Level 4 
• Preferred Qualification: NQF Level 5 Certificate in Banking, Business Administration, Customer Service, or related fields recognized by FAIS
• 1–3 years of experience in customer‑facing environments, service delivery, or client support within financial services

You will be an ideal candidate if you possess the following:

• Excellent communication and relationship‑building skills and an ability to engage diverse customer needs
• Confidence in guiding customers toward digital and Self‑Service solutions
• Ability to identify sales opportunities and support portfolio growth
• High levels of accuracy, discipline, and adherence to process
• Strong organising, planning, and time‑management capability
• Commitment to delivering consistent, exceptional service

End Date: June 11, 2026

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Job Description

• To deliver an exceptional and efficient customer experience by proactively understanding customer needs, providing tailored product solutions, and directing customers to the most suitable service channels (including eChannels and self-service). Ensure all interactions align with established policies, processes, and service standards.

Please note that this is a 12 Month Fixed Term Contract based at FNB Alternative Channel (Pick ‘n Pay Initiative)

Are you someone who can:

• Build and maintain strong relationships with clients.
• Provide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations.
• Effectively communicate with clients and have the ability to explain processes and requirements in a simple manner.
• Ensure compliance with rules and processes and has attention to detail.
• Educate customers to the correct Banking platform aligned with their needs.
  Connect with our customers by living up to our brand promise of “how can we help you?” at all times.
• Analyse customer data and recommend tailored solutions.
• Achieve sales results by providing contextual and integrated financial solutions to customers.
• Conduct yourself in an ethical manner.
• Takes accountability for own performance, personal and career development.
• Show empathy with customers.
• Stay updated on industry trends and product knowledge.
• Willing to work on a shift structure

Qualification & Experience Requirement

• Minimum Qualification: Grade 12/ NQF Level 4 
• Preferred Qualification: NQF Level 5 Certificate in Banking, Business Administration, Customer Service, or related fields recognized by FAIS
• 1–3 years of experience in customer‑facing environments, service delivery, or client support within financial services

You will be an ideal candidate if you possess the following:

• Excellent communication and relationship‑building skills and an ability to engage diverse customer needs
• Confidence in guiding customers toward digital and Self‑Service solutions
• Ability to identify sales opportunities and support portfolio growth
• High levels of accuracy, discipline, and adherence to process
• Strong organising, planning, and time‑management capability
• Commitment to delivering consistent, exceptional service

End Date: June 11, 2026

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Job Description

• Provide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations as well as educating customers to the correct channel (eChannels and Self Service) whilst adhering to policy and process.

Are you someone who can:

• Build and manage long-term client relationships to support retention and growth
• Provide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations.
• Educate customers to the correct Banking platform aligned with their needs.
• Connect with our customers by living up to our brand promise of “how can we help you?” at all times.
• Analyze customer data and provide appropriate financial advice and solutions aligned to client financial goals and in accordance with FAIS requirements
• Maintain accurate and complete client records and documentation
• Achieve individual and branch sales and service targets
• Conduct yourself in an ethical manner.
• Take accountability for your own performance, personal and career development.
• Show empathy to customers.
• Stay updated on industry trends and product knowledge.
• Manage leads, referrals, and client follow-ups within agreed turnaround times

Qualification & Experience Requirement

• Minimum Qualification: Grade 12/ NQF Level 4 
• Preferred Qualification: NQF Level 5 Certificate in Banking, Business Administration,
   Customer Service, or related fields recognized by FAIS
• 1–3 years of experience in customer‑facing environments, service delivery, or client support within financial services

You will be an ideal candidate if you possess the following:

• Strong understanding of FAIS, TCF, and client-centric advice principles 
• Proven ability to meet sales, service, and compliance targets

• You will have access to:

• Opportunities to build relationships as part of a dynamic team.
• A challenging working environment
• Personal and professional growth
• Opportunities to have an impact on a local market as a brand ambassador.

You can be a match if you are:

• Client-focused and have an ethical approach to advice
• Enjoy solving problems.
• Persuasive selling skills
• Agile and Flexible
• Strong communication and interpersonal skills
• Results-driven with strong planning and organization skills
• Attention to detail and high compliance awareness
• Ability to work independently and within a team

End Date: June 12, 2026

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Job Description

• Provide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations as well as educating customers to the correct channel (eChannels and Self Service) whilst adhering to policy and process.

Are you someone who can:

• Build and manage long-term client relationships to support retention and growth
• Provide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations.
• Educate customers to the correct Banking platform aligned with their needs.
• Connect with our customers by living up to our brand promise of “how can we help you?” at all times.
• Analyze customer data and provide appropriate financial advice and solutions aligned to client financial goals and in accordance with FAIS requirements
• Maintain accurate and complete client records and documentation
• Achieve individual and branch sales and service targets
• Conduct yourself in an ethical manner.
• Take accountability for your own performance, personal and career development.
• Show empathy to customers.
• Stay updated on industry trends and product knowledge.
• Manage leads, referrals, and client follow-ups within agreed turnaround times

Qualification & Experience Requirement

• Minimum Qualification: Grade 12/ NQF Level 4 
• Preferred Qualification: NQF Level 5 Certificate in Banking, Business Administration, Customer Service, or related fields recognized by FAIS
• 1–3 years of experience in customer‑facing environments, service delivery, or client support within financial services

You will be an ideal candidate if you possess the following:

• Strong understanding of FAIS, TCF, and client-centric advice principles 
• Proven ability to meet sales, service, and compliance targets

You will have access to:

• Opportunities to build relationships as part of a dynamic team.
• A challenging working environment
• Personal and professional growth
• Opportunities to have an impact on a local market as a brand ambassador.

You can be a match if you are:

• Client-focused and have an ethical approach to advice
• Enjoy solving problems.
• Persuasive selling skills
• Agile and Flexible
• Strong communication and interpersonal skills
• Results-driven with strong planning and organization skills
• Attention to detail and high compliance awareness
• Ability to work independently and within a team

End Date: June 12, 2026

go to method of application »

Job Description

• Provide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations as well as educating customers to the correct channel (eChannels and Self Service) whilst adhering to policy and process.

Are you someone who can:

• Build and manage long-term client relationships to support retention and growth
• Provide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations.
• Educate customers to the correct Banking platform aligned with their needs.
• Connect with our customers by living up to our brand promise of “how can we help you?” at all times.
• Analyze customer data and provide appropriate financial advice and solutions aligned to client financial goals and in accordance with FAIS requirements
• Maintain accurate and complete client records and documentation
• Achieve individual and branch sales and service targets
• Conduct yourself in an ethical manner.
• Take accountability for your own performance, personal and career development.
• Show empathy to customers.
• Stay updated on industry trends and product knowledge.
• Manage leads, referrals, and client follow-ups within agreed turnaround times

Qualification & Experience Requirement

• Minimum Qualification: Grade 12/ NQF Level 4 
• Preferred Qualification: NQF Level 5 Certificate in Banking, Business Administration, Customer Service, or related fields recognized by FAIS
• 1–3 years of experience in customer‑facing environments, service delivery, or client support within financial services

You will be an ideal candidate if you possess the following:

• Strong understanding of FAIS, TCF, and client-centric advice principles 
• Proven ability to meet sales, service, and compliance targets

You will have access to:

• Opportunities to build relationships as part of a dynamic team.
• A challenging working environment
• Personal and professional growth
• Opportunities to have an impact on a local market as a brand ambassador.

You can be a match if you are:

• Client-focused and have an ethical approach to advice
• Enjoy solving problems.
• Persuasive selling skills
• Agile and Flexible
• Strong communication and interpersonal skills
• Results-driven with strong planning and organization skills
• Attention to detail and high compliance awareness
• Ability to work independently and within a team

End Date: June 9, 2026