Job Vacancies at FNB South Africa

Job Description

• To assist in proactively managing a portfolio of RMB 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

Are you someone who can:

• Provide sound services and recommendations based on customer and client needs, current information, and trends.
• Provide an efficient administration service through careful and timeous planning, reporting, and updating of all relevant information.
• 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.
• Assist with profit growth for the business through sales and acquisition of new clients.
• Achieve expected financial targets and uphold associated service levels.
• Identify opportunities to expand our customer base with creditworthy and potentially profitable customers.
• Ensure growth and increase in customer base by managing existing clients, generating new leads and growing active customer account base.
• Act responsibly with work related resources to contribute to cost containment.
• 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.
• Develop and manage key stakeholder relationships that enable achievement of operational objectives.
• Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialisation.
• Contribute to innovation by finding faster and more accurate ways of working.
• 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 RMB and/or across the First Rand Group (FRG).

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.

End Date: October 12, 2026

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Job Description

• To assist in proactively managing a portfolio of RMB 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

Are you someone who can:

• Provide sound services and recommendations based on customer and client needs, current information, and trends.
• Provide an efficient administration service through careful and timeous planning, reporting, and updating of all relevant information.
• 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.
• Assist with profit growth for the business through sales and acquisition of new clients.
• Achieve expected financial targets and uphold associated service levels.
• Identify opportunities to expand our customer base with creditworthy and potentially profitable customers.
• Ensure growth and increase in customer base by managing existing clients, generating new leads and growing active customer account base.
• Act responsibly with work related resources to contribute to cost containment.
• 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.
• Develop and manage key stakeholder relationships that enable achievement of operational objectives.
• Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialisation.
• Contribute to innovation by finding faster and more accurate ways of working.
• 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 RMB and/or across the First Rand Group (FRG).

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.

End Date: October 12, 2026

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The Ideal candidate must have the following exposure:

• Deliver exceptional service through educating the client, offering an appropriate solution and ensuring the relationship is maintained.
• Continuously monitor actual process turnaround times and quality standards and resolve issues speedily to enhance effective client service delivery.
• Cultivate and manage objective working relationships with a variety of stakeholders, including end-users, SME’s, project managers and senior staff members.
• Maintain expert knowledge on relevant legislative amendments, industry best practices and business internal compliance procedures and requirements.
• Accurately administer, plan for and complete activities within area of work in an efficient, effective and timeous manner.
• Ensure compliance is adopted in terms of systems and procedures as laid out by business.
• Develop materials and documentation including minimum standards, templates, guidelines, FAQ’s and processes.
• Ensure analysis is conducted to identify business performance improvements and reengineering initiatives.
• Improve business decisions by providing accurate and reliable business intelligence (information) together with analysing trends and data.
• Accumulate information to review work progress that provides input to reporting, decision making and the identification of improvement opportunities.
• Create own development plan and review plan with team leader or manager.
• Understand which competencies and skills are required to be mastered to ensure personal development and performance.

You will be an ideal candidate if you:

• Have obtained 2-3 years experience in an Analyst role in the Commercial Banking environment  
• Have obtained a Bachelor of Business Administration/Finance related qualification
• Exposure to Credit Applications in Commercial environment.
• RE5 Preferential
• Sales and Credit exposure essential
• Have experience of dealing with high level customer queries in business environment

You will have access to:

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

We can be a match if you are:

• Adaptable and curious
• Sales driven
• Thrive in a collaborative environment
• Client-centric

End Date: October 10, 2026

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Job Description

• To act as a comprehensive financial services advisor by delivering expert savings, investment, and estate planning solutions to high-income clients. Provide tailored advice and strategies, fostering long-term relationships through proactive engagement, and ensuring clients’ financial objectives are achieved with professionalism, integrity, and personalised service.

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 

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  
• Short-term Deposits  
• Long-term Insurance subcategory B1-A  

You will have access to: 

• Sound working knowledge of required business-related systems. 
• Sound working knowledge of Banking and Financial Services Regulatory requirements. 
• Knowledge on wealth management creation and accumulation 
• Wealth protection or risk knowledge. 

You can be a match if you have; 

• Excellent knowledge of global financial markets and current affairs 
• Ability to match client needs with appropriate product solutions. 
• Excellent project management skills and able to plan and organize work independently. 
• Proven track record in servicing a portfolio of clients and in acquisition of new relationships. 
• Sound knowledge of the Bank's risk and other mandates to ensure exercising good commercial judgment while representing the Bank's and the shareholders’ interests always.  

End Date: October 7, 2026

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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: October 12, 2026 

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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: October 12, 2026 

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• As a Branch External sales and Service Advisor, you will be responsible for providing compliant, professional financial advice and to walk in and existing clients within a high-volume service branch environment.
• The role focuses on understanding client financial needs, offering appropriate product solutions, and ensuring ongoing client relationship management in line with FAIS, FICA legislation and Treating Customers Fairly (TCF) principles and FNB governance.
• Now’s the time to imagine your potential in a team where you can become the best version of yourself.

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: October 12, 2026 

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• This role is accountable for driving sales performance, ensuring strong service delivery, embedding compliance and governance, and developing capable, high performing teams in a dynamic branch environment.
• Now’s the time to imagine your potential in a leadership role where people capability, customer excellence, and commercial outcomes come together.

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: October 12, 2026 

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• As a Universal Advisor, you will be responsible for delivering compliant sales and service solutions to walk-in and existing customers in a high-volume service environment.
• You will ensure every interaction is value-driven, ethical, and aligned to FAIS, FICA, Treating Customers Fairly (TCF) principles, and FNB governance while actively promoting digital and self-service channels.
• Now’s the time to imagine your potential in a team where you can become the best version of yourself.

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 undefined

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: October 12, 2026

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• As a Universal Advisor, you will be responsible for delivering compliant sales and service solutions to walk-in and existing customers in a high-volume service environment.
• You will ensure every interaction is value-driven, ethical, and aligned to FAIS, FICA, Treating Customers Fairly (TCF) principles, and FNB governance while actively promoting digital and self-service channels.
• Now’s the time to imagine your potential in a team where you can become the best version of yourself.

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 undefined

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: October 12, 2026

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Are you someone who can:

• Achieve embedded value hurdle rates and performance targets.
• Support the growth of the Business Unit’s assets and contribute to overall financial performance.
• Monitor, manage, and influence sales activities to ensure predefined sales targets are met.
• Maximise cross-selling opportunities while strengthening client relationships at the point of sale.
• Grow the active customer account base through proactive prospecting (“hunting”) to expand the client portfolio.
• Consistently deliver exceptional service by offering proactive, innovative, and appropriate solutions that exceed customer expectations.
• Leverage existing client relationships to grow the portfolio through regular engagement and lead generation.
• Provide accurate and reliable sales reporting through daily cash-ups.
• Capture all qualified leads in the sales pipeline or customer relationship management (CRM) system and update it daily.
• Analyse competitor intelligence and actively monitor market trends and key influencers to identify new industry-related business opportunities.
• Review all transactions daily to ensure new business applications are completed within required turnaround times.
• Track and manage sales activities to continuously improve personal sales performance.
• Take ownership of personal development to enhance skills, knowledge, and competencies.

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.
• Preferred: Regulatory Examination (RE Level 5)
• 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 the 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: October 6, 2026

go to method of application »

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: October 6, 2026

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About The Role:

• As a Business Financial Advisor, you’ll be part of a team of self-motivated, sales team through the effective delivery of existing products and financial advisory solutions in the Gauteng region. Successful candidate will be based in Gauteng, at our Menlyn and Sandton Offices.

Are you someone who can:

• Achieve previously determined sales targets across the business by identifying opportunities to advise on FirstRand investment and risk products
• Identify new business opportunities that impact on the industry and record and forward these leads to the appropriate product house to ensure cross sell opportunities and to strengthen client relationships
• Deliver exceptional Financial Advice to FNB Customers that exceeds customers’ expectations through proactive, innovative and appropriate solutions
• Manage new clients, personal portfolios and identify specific needs and goals in respect of financial advice
• Manage existing clients and grow portfolio through contacting customers, generating leads and managing the growth of active customer account base to increase client base
• Ensure adherence to relevant processes and compliance to legislative and audit requirements. Manage high volume and less complex deals
• Keep up to date with own area of expertise to develop and maintain own professional knowledge base in order to provide effective support and advice

You will be an ideal candidate if you:

• Relevant Degree in Financial Planning (Industry Related Degree. Preferably a CFP Designation (Certified Financial Planner).
• RE 5

Must not be under supervision for the following subcategories:

• Long-Term Insurance subcategory A
• Long-Term Insurance subcategory B1
• Long-Term Insurance subcategory B2
• Long-Term Insurance subcategory B2 – A
• Long-Term Insurance subcategory B1 – A
• Structured Deposits
• Participatory Interest in Hedge Fund
• Long-Term Insurance subcategory C
• Retail Pension Benefits
• Pension Funds Benefit
• Shares
• Money Market Instruments
• Participatory Interests in a collective Investment Scheme
• Forex Investment
• Long-Term Deposits
• Short-Term Deposits
• +5 years’ experience in a similar environment
• Experience in writing Business Insurance policies
• Experience in sales, investment and risk acumen
• Experience within the Financial Services Sector
• Person must not be an unrehabilitated insolvent
• In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check

You will have access to:

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

We can be a match if you are:

• Strong sales and client service experience
• Ability to bring in new business and increase acquisition
• Strong credit experience and negotiation skills
• Build and maintain stakeholder relationships experience (any segment)
• Strong collaboration skills
• Exposure to dealing with juristic clients
• Portfolio management experience

End Date: October 12, 2026

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Job Description

• Responsible for the assessment, investigation, and validation of complex and high-value long-term insurance claims, ensuring alignment with the organisation’s strategic objectives, governance frameworks, and service standards.
• This job requires sound judgment to manage sensitive claims such as funeral, death, disability, dread disease, and retrenchment, while maintaining a strong focus on customer experience and risk mitigation.

Are you someone who can:

• Administrate Short Term Motor Claims
• Manage the claim from the claim registration to finalization
• Be customer centric.
• Manage your time to ensure all short-term motor claims are attended to in set turnaround times
• Manage customer and supplier complaints
• Pay attention to details Manage personal development to increase own skills and competencies

You will be an ideal candidate if you have:

• Matric is essential
• Have an NQF Level 5 Certificate would be advantageous
• Have 2 – 3 years' experience in claims call center environment, of which 1 to 2 years ideally in a Motor Claims

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 have the following:

• Adaptable and curious
• Have a proven successful track record.
• Thrive in a collaborative environment.

End Date: October 13, 2026 

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Please note that this is a 12-Month Hourly Rate Contract (FNB Branch) 

Are you someone who can: 

• Serve customers promptly and professionally, ensuring their needs are fully understood 
• Deliver an excellent customer experience aligned to Balanced Scorecard service standards 
• Achieve net profit growth through effective sales and service support 
• Manage the migration of customers from traditional transactions to Self‑Service and digital channels 
• Grow the active customer account base to expand overall client engagement 
• Identify and maximise cross‑sell opportunities to strengthen customer relationships 
• Track, control, and influence sales activities to achieve predetermined sales targets 
• Track, control, and influence service activities to improve service efficiencies 
• Provide efficient administration through careful planning, accurate reporting, and timely information updates 
• Check and verify transactions daily to ensure new business applications are processed and closed within required timelines 
• Produce accurate and reliable sales and service statistics for management and decision‑making 
• Comply with governance, legislative, and audit requirements 
• Uphold FNB’s Golden Rules processes and procedures consistently 
• Take accountability for self‑development and continuously grow personal capability 

Qualification & Experience Requirement  

• 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: 

• A customer‑facing role within the FNB Points of Presence network 
• Exposure to digital enablement, customer engagement, and frontline service practices 
• Ongoing learning and development aligned to service, sales, and operational excellence 
• A collaborative, supportive branch environment focused on customer delight 

​​​​​​​You can be a match if you are: 

• Customer‑centric with a passion for delivering exceptional experiences 
• Motivated by achieving performance targets 
• Organised and detail‑driven with strong follow‑through 
• Ethical, compliant, and aligned to governance requirements 
• A strong team player who builds positive working relationships 
• Proactive in your learning and personal development 

End Date: October 13, 2026

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Job Description

• To assist in proactively managing a portfolio of RMB 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

Are you someone who can:

• Provide sound services and recommendations based on customer and client needs, current information, and trends.
• Provide an efficient administration service through careful and timeous planning, reporting, and updating of all relevant information.
• 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.
• Assist with profit growth for the business through sales and acquisition of new clients.
• Achieve expected financial targets and uphold associated service levels.
• Identify opportunities to expand our customer base with creditworthy and potentially profitable customers.
• Ensure growth and increase in customer base by managing existing clients, generating new leads and growing active customer account base.
• Act responsibly with work related resources to contribute to cost containment.
• 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.
• Develop and manage key stakeholder relationships that enable achievement of operational objectives.
• Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialisation.
• Contribute to innovation by finding faster and more accurate ways of working.
• 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 RMB and/or across the First Rand Group (FRG).

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.

End Date: October 12, 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: October 12, 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.
• As a Universal Advisor, you will be responsible for delivering compliant sales and service solutions to walk-in and existing customers in a high-volume service environment.
• You will ensure every interaction is value-driven, ethical, and aligned to FAIS, FICA, Treating Customers Fairly (TCF) principles, and FNB governance while actively promoting digital and self-service channels.
• Now’s the time to imagine your potential in a team where you can become the best version of yourself.

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

End Date: October 17, 2026 

go to method of application »

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.
• As a Universal Advisor, you will be responsible for delivering compliant sales and service solutions to walk-in and existing customers in a high-volume service environment.
• You will ensure every interaction is value-driven, ethical, and aligned to FAIS, FICA, Treating Customers Fairly (TCF) principles, and FNB governance while actively promoting digital and self-service channels.
• Now’s the time to imagine your potential in a team where you can become the best version of yourself.

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

End Date: October 17, 2026 

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Job Description

• To provide an exceptional experience to private clients focused on foundational wealth creation, accumulation, and protection strategies. Enhance client engagement and loyalty by applying contextual Money Management principles, driving growth in the Vertical Sales Index (VSI), and fostering long-term client retention and entrenchment.

Are you someone who can: 

• Deliver exceptional experience and education to Private Clients/Private Clients RMB 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: 

• Signed off for supervision of all your SUB-CATS 
• 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: December 30, 2026