In 1998 Rand Merchant Bank Holdings and the financial services interests (First National Bank of Southern Africa Limited "FNB"? and Southern Life Limited) of Anglo-American were merged to form FirstRand Limited. FNB became a wholly owned subsidiary of FirstRand and currently trades as a division of FirstRand Bank Limited. FNB provides personal, ...
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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: August 1, 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:
Execute own work in accordance with the organisational values and code of ethics.
- Comply with and adhere to identified governance and compliance standards and escalate problems for investigation and resolution Identify and escalate risk as normal part of work.
- Produce high-quality work by adhering to predefined standards and procedures and in accordance with compliance and governance standards.
- Work with enhanced processes and procedures to maintain operational efficiencies.
- Deliver work in an accurate manner to ensure consistent results.
- Draw on knowledge and experience to identify and develop solutions that leads to improved service delivery and quality
- Adhere to quality standards, turnaround times and Company policies and procedures.
- Complete relevant administration, reporting and updating of information accurately and on time.
- Achieve sales targets in line with performance scorecards and achieve an acceptable cost of sales ratio through pipeline managements and sales quality.
- Identify opportunities to increase sales revenue and to grow the organisational client base while containing costs.
- Assist with retaining or signing unbanked customer base with a view to improve and increase profitability.
- Maximize sales by selling packaged financial solutions to clients.
- Maintain specialised knowledge on all FirstRand approved products, application procedure, fulfillment processes and timelines to drive and achieve relevant sales targets.
- Maximise cross-selling opportunities.
- Drive adoption of digital and other self-service options across client base.
- Contribute to teamwork and inclusivity within own team.
- Contribute to cost efficiencies through responsible utilisation of work-related resources.
- Achieve expected financial targets and uphold associated service levels.
- Build and maintain stakeholder relationships.
- Deliver customer service through adherence to quality service standards.
End Date: August 3, 2026
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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.
- Maximize channel optimisation opportunities identified aligned to customer needs
- Ensure activities support cost containment and reduction
- Always comply with procedures and processes contained in the relevant business guidelines and understand the risk associated with decisions
- Fulfilling transactions above the benchmark set and providing an exceptional customer experience
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:
- 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: August 4, 2026
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Are you someone who can:
- Proactively manage a portfolio of affluent clients with a team of Private Bankers through provision of analysis, research, sales and service fulfillment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management.
- Build sound relationships based on trust and openness.
- Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.
- Understand and market all financial services solutions within the relevant business offering.
- Assist with profit growth for the business through ensure effective management of the leads pipeline.
- Consistently produce high-quality outputs within agreed deadlines.
You will be an ideal candidate if you:
- Minimum Qualification - RE5 Certificate with a Degree NQF7 level in Finance or Accounting
- Experience - 3 to 5 years’ experience within a Sales/Service area of a financial environment.
- A person must not be unrehabilitated insolvent.
You will have access to:
- Opportunities to network and collaborate.
- Challenging Working Opportunities to innovate.
We can be a match if you are:
- Curious & courageous - you are driven by always wanting to know more and learn more and you are brave enough to Obsessed with mastery - you know what it takes to become good at what you do and are constantly pushing yourself to do it.
- 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 and set processes and procedures related to specialization.
End Date: July 31, 2026
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Job Description
- To evaluate, manage and approve complex credit risk within area of responsibility by providing advice, recommendations and support to internal stakeholders through the implementation of group credit mandates, risk frameworks and methodologies.
- To provide coaching and mentoring to relevant internal (Business Judgemental Credit Manager I) and external teams (Relationship Managers).
Are you someone with the following skill/abilities:
Credit Risk Assessment
- Ability to analyse complex financial statements and cash flows.
- Understanding of industry-specific risks and macroeconomic factors.
Financial Analysis
- Strong grasp of financial ratios, balance sheets, income statements, and cash flow analysis.
- Ability to assess borrower repayment capacity and financial health.
Decision-Making & Judgment
- Sound judgment in approving or declining credit applications.
- Balancing risk and reward while aligning with the bank’s risk appetite.
- Experience in structuring credit facilities to mitigate risk.
Regulatory & Compliance Knowledge
- Familiarity with local and international banking regulations (e.g., Basel III, IFRS 9).
- Ensuring credit decisions comply with internal policies and external legal requirements.
Communication & Negotiation
- Clear articulation of credit decisions to stakeholders (e.g., credit committees, relationship managers).
- Skilled in negotiating terms with internal and external stakeholders to reach mutually beneficial outcomes.
Portfolio Management
- Monitoring and managing a portfolio of credit exposures.
- Proactive management of problem accounts and restructuring when necessary.
Analytical & Critical Thinking
- Ability to synthesize qualitative and quantitative data.
- Strong problem-solving skills, especially in ambiguous or high-pressure situations.
Ethical Standards & Integrity
- High ethical standards in decision-making.
- Commitment to responsible lending practices.
You will be an ideal candidate if you:
- Minimum Qualification: Tertiary BCom Qualification, Preferably in Economics, Accounting, Financial Management or Risk Management.
- Preferred Qualification: CA (SA)/CFA, BCom Honours.
- Experience: 5 Years banking experience, with at least 3 years managing a portfolio of bankers with an individual credit mandate.
- Strong judgemental credit experience, exposure to Agriculture clients will be beneficial.
- Demonstrated ability to build and maintain stakeholder relationships across segments.
You will have access to:
- Opportunities to network and collaborate
- A challenging working environment
- Opportunities to innovate
End Date: August 1, 2026
go to method of application »
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.
- Maximize channel optimisation opportunities identified aligned to customer needs
- Ensure activities support cost containment and reduction
- Always comply with procedures and processes contained in the relevant business guidelines and understand the risk associated with decisions
- Fulfilling transactions above the benchmark set and providing an exceptional customer experience
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: July 30, 2026
go to method of application »
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: August 3, 2026
go to method of application »
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 FNB 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: August 1, 2026
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Are you someone who can:
- Manage resources effectively to support branch performance and business growth
- Deliver excellent customer experiences that align with organisational values
- Prevent wastage by identifying process improvements to contain and reduce costs
- Execute management responsibilities to create a supportive, high‑performance environment
- Provide subject matter expertise and thought leadership within your area of specialisation
- Ensure compliance with legislative, audit, policy, and governance requirements
- Identify opportunities to grow the customer base by attracting creditworthy and profitable customers
- Build strong working relationships across teams and functional lines to enhance collaboration and innovation
- Improve service delivery processes to meet or exceed customer expectations
- Contribute to the development of budgets linked to operational plans, monitor progress, and report variances
Qualification & Experience Requirement
- Minimum Qualification: NQF Level 5 Certificate
- Preferred Qualification: Undergraduate Diploma NQF Level 6 in Business Administration, Banking, or Financial Services
- 4 to 5 years of experience in client relationship management, sales and service management and proven leadership experience
You will be an ideal candidate if you possess the following:
- Experience engaging customers, managing portfolios, or supporting sales and service delivery
- A proactive and solutions‑driven mindset
- Ability to identify growth opportunities and contribute to portfolio expansion
- Strong organisational and coordination skills
- Sound understanding of governance, compliance, and administrative processes
- Ability to collaborate across teams and support innovation
You will have access to:
- A critical supporting role within the FNB Points of Presence environment
- Growth opportunities aligned to operational management, sales, and customer engagement
- On‑the‑job learning and development to strengthen technical and people capabilities
- A collaborative environment committed to service excellence and innovation
You can be a match if you are:
- Customer‑centric with a high level of professionalism
- Operationally disciplined and attentive to detail
- Confident engaging with customers and internal stakeholders
- Proactive in identifying improvements and delivering solutions
- A strong team contributor who values collaboration
- Self‑driven and committed to continuous development
End Date: August 2, 2026
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Job Description
- To provide personalised risk and investment advice to clients via virtual engagement channels, ensuring full compliance with FAIS regulations and consistently applying the FirstRand Product Matrix and Advice Philosophy.
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 or a Bachelor of Commerce (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: August 8, 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
- 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:
- 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: August 4, 2026
go to method of application »
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: 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: August 3, 2026
go to method of application »
Job Description
- 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.
- As part of our Private Wealth and Advisory Team, you’ll be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to our promise of staying curious. This is where experts come together, challenge convention, and ignite meaningful financial change for our clients
Your responsibilities will include:
- Achieving predetermined sales targets across the business by identifying opportunities in the client's base to advise clients on FirstRand approved investment and risk solutions.
- Informing and educating clients on products and services to ensure retention of existing clients, increasing sales revenue, and expanding the organisation's client base.
- Analysing financial information obtained from clients to develop a financial plan or proposal using the correct tools.
- Formulating proposals in cash management, risk needs, investment planning, estate planning, or other areas to help clients achieve their financial goals.
- Providing regular client reports against agreed service level agreements.
- Ensuring that the quality of advice remains high and consistent and in line with FNB’s investment philosophy and product approved matrix.
- Contributing to sustaining a competitive edge through external networking, benchmarking, and representation on related forums.
- Developing networks and building alliances to grow and strengthen internal support bases.
Qualifications and Experience required:
- A relevant FSCA Approved degree in Finance, Investment, Economics, or a related field
- Certified Financial Planner (CFP) designation
- 3–5 years’ experience as a Wealth Manager advising high‑income / high‑net‑worth clients
- Solid experience in providing custom built solutions to our client’s wealth portfolios at a managerial level is
- A proven record of achieving sales and production targets in an advisory environment
- At this level, the Wealth Manager will have CAT 1 licenses, signed off for supervision. CAT 2 licenses would be an advantage
FAIS Licensing (Preferred):
Category 1 (Required):
- Includes exposure across long‑term insurance, retail pension benefits, shares, money market instruments, bonds, collective investment schemes, forex investments, deposits, structured deposits, and hedge fund participatory interests.
Category 2 (Advantageous):
- Exposure to discretionary or managed investment mandates across shares, CIS, bonds, forex, deposits, structured products, and hedge funds.
As a Wealth Manager, you will benefit from:
- A competitive, performance‑linked reward model aligned to an attractive employee value proposition
- Opportunities to collaborate, network, and build meaningful relationships across the FirstRand Group
- A flexible and hybrid working environment that supports balance and sustainability
- A strong focus on employee wellbeing, health, and long‑term resilience
- Continuous learning through access to coaches, mentors, and structured professional development
- An inclusive, collaborative ecosystem that encourages innovation, curiosity, and mastery.
We Can Be a Match If You Are…
- Curious & courageous – driven to continuously learn, explore, and challenge yourself
- Obsessed with mastery – committed to excellence and always raising the standard of your craft
End Date: September 20, 2026
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Job Description
- Deliver structured administrative and operational support to Wealth Managers by performing tasks aligned with standard operating procedures. Maintain effective client relationships and coordinate with internal teams and external service providers to ensure consistent service quality and operational efficiency.
- Control costs through awareness of impact of work and potential waste.
- Manage own costs and expenses associated with role to enhance cost effectiveness.
- Identify and escalate potential risks which may lead to increased costs.
- Adhere to standards and procedures to reduce costs.
- Identify process improvements in order to save costs.
- Adhere to predetermined operational costing within budgets in the execution of projects and work-related expenditure.
- Ensure that physical resources and equipment usage is managed in a manner that reduce financial loss and/or waste.
- Manage internal stakeholders and adhere to relevant SLA agreements.
- Cultivate and manage objective working relationships with a variety of stakeholders, including end-users, SME’s, project managers and senior staff members.
- Build and sustain collaborative working relationships with relevant peers and stakeholders in order to achieve productivity synergies.
- Maintain and build relationships for purposes of expectation management, knowledge sharing and integration.
- Continuously strive to improve service delivery quality, productivity, turnaround time, availability, reliability and accuracy to avoid operational loss.
- Resolve client queries in accordance with operational goals and standards and escalate problematic queries to the correct level to ensure prompt and effective resolution, enhancing the client experience.
- Propose improvements on internal processes that impacts service levels and customer satisfaction within area of accountability.
- Serve as first line of contact for clients and manage customer interactions.
- Accurately administer, plan for and complete activities within area of work in an efficient, effective and timeous manner.
- Adhere to schedules to effectively and timely perform assigned work.
- Attend (and facilitate) meetings as and when required; maintain documentation and share information with the team.
- Deliver work in an accurate manner to ensure consistent results within department.
- Draw on own knowledge and experience to identify and develop solutions that leads to improved service delivery and quality.
- Remain accountable for your own work (the exercise of judgement and discretion) in accordance with the organisational values and code of ethics.
- Comply with and adhere to identified governance and compliance standards and escalate problems for investigation and resolution.
- Continuously identify and escalate risk.
- Provide timeous reports on operations, performance and audit findings.
- Report on transactional activity progression within set guidelines to provide timely information for decision making in area of accountability.
- Plan and organise own tasks to make sure that performance objectives are met.
- Identify effective activities to address own development gaps.
- 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.
- Keep abreast of learning opportunities, changing products and trends.
End Date: August 5, 2026
go to method of application »
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: August 30, 2026
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Are you someone who can:
- Leverage and manage existing Independent Financial Advisory relationships
- Establish and onboard new Independent Financial Advisor relationships
- Achieve Invest, Insure and other business sales targets.
- Build and manage a dynamic team of Business Management and Servicing Consultants.
- Provide insight into internal product requirements.
- Keep abreast of the competitor landscape.
- Deliver exceptional service that exceeds customers' expectations through proactive, innovative and appropriate service and solutions to the Independent Financial Advisor.
- Maximize Business Portfolio and cross sell opportunities and strengthen client relationships.
- Translate sales strategies into actionable goals and execute relevant projects / initiatives aligned to strategic objectives with specific performance measures and controls to track progress.
- Comply with governance in terms of legislative and audit requirements.
- Monitor costs, benefits per channel.
You will be an ideal candidate if you have:
- Matric is required
- A relevant degree in commerce or a related field is preferred,
- National certificate in Certified Financial Planning (CFP) is preferred
- Client centric with an entrepreneurial flair.
- Have a proven sales and management track record.
- The ability to build enduring client relationships.
- The ability to build, manage and motivate a team of Business and Servicing Consultants.
- The relevant Class of Business training
- Experience in and working with Group Risk, Individual Life and Investment products.
- At least 10 years’ experience in the financial services industry.
- Have good attention to detail.
- Are curious, innovative, passionate, and willing to learn.
- Have an RE5
- 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: July 31, 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
- 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:
- 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: August 1, 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: August 5, 2026
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Job Description
- To maximise the banks Risk-Adjusted Rate of Return by managing credit risk in the entire portfolio and individual transactions as well as managing Credit Analysts.
Purpose of the Role
- To manage and oversee the ongoing credit risk within a designated portfolio by ensuring compliance with credit policies, facility conditions, governance requirements and regulatory obligations. The role is responsible for identifying, monitoring and escalating emerging credit risks, managing high-risk and distressed exposures, including Business Rescue matters, and ensuring appropriate action is taken to protect the Bank's position.
Key Responsibilities:
Credit Risk Monitoring and Governance
- Monitor client facilities to ensure ongoing compliance with approved credit conditions, covenants and facility terms.
- Identify, investigate and escalate emerging credit risks within the portfolio.
- Ensure compliance with internal credit policies, delegated mandates and governance requirements.
- Monitor and manage excesses, expired facilities, covenant breaches and overdue reviews.
- Ensure timely implementation of credit committee conditions and approval requirements.
- Conduct periodic risk assessments of clients and identify potential deterioration indicators.
- Maintain accurate portfolio risk ratings and recommend changes where appropriate.
High-Risk and Distressed Client Management
- Manage and monitor clients presenting heightened credit risk.
- Prepare risk assessments and recommendations for accounts requiring escalation.
- Participate in turnaround, restructuring and remedial management discussions.
- Monitor distressed exposures and ensure agreed action plans are implemented and tracked.
- Prepare recommendations regarding facility amendments, risk mitigation strategies and recovery actions.
Business Rescue and Restructuring
- Maintain a thorough understanding of the Companies Act and Business Rescue processes.
- Assess Business Rescue plans and identify risks to the Bank.
- Liaise with Business Rescue Practitioners, legal advisors and internal stakeholders.
- Prepare detailed risk reports and recommendations on Business Rescue matters.
- Monitor compliance with approved rescue plans and identify deviations or emerging concerns.
- Protect and preserve the Bank's security position during restructuring proceedings.
Reporting and Portfolio Oversight
- Prepare monthly, quarterly and ad hoc credit risk reports.
- Maintain and report on watchlist, high-risk and problem accounts.
- Analyse portfolio trends and identify key risk drivers.
- Escalate material concerns to senior management and relevant governance committees.
- Produce accurate management information and portfolio reporting within required timelines.
- Ensure data integrity and reporting accuracy.
Security and Documentation Management
- Review and monitor security documentation to ensure enforceability and adequacy.
- Ensure facility letters and supporting security documentation are correctly executed and maintained.
- Monitor the perfection and registration of securities where applicable.
- Identify security shortfalls and recommend corrective action.
- Ensure all client records and documentation are maintained in accordance with Bank requirements.
Stakeholder Management
- Develop and maintain professional relationships with Relationship Managers, Credit Managers, Legal, Recoveries and other stakeholders.
- Provide guidance and support on credit governance and risk management matters.
- Facilitate constructive engagement with clients regarding breaches, risk concerns and remedial actions.
- Influence appropriate risk-based decision making across business units.
Written Communication and Correspondence
- Draft formal client correspondence including breach notices, reservation of rights letters, default notices, facility review communications, information requests, Business Rescue correspondence and escalation communications.
- Ensure all correspondence is professionally written, technically accurate and aligned with legal and regulatory requirements.
- Prepare executive-level risk reports, committee submissions and management recommendations.
Risk Culture and Continuous Improvement
- Promote a strong risk and compliance culture across the business.
- Identify process improvement opportunities and recommend enhancements.
- Benchmark practices against internal policies and industry best practice.
- Maintain up-to-date knowledge of relevant legislation, banking regulations and credit risk developments.
Key Competencies – Technical
- Commercial Credit Risk Management
- Financial Statement Analysis
- Covenant Monitoring
- Security Structures and Lending Documentation
- Business Rescue and Corporate Restructuring
- Governance and Regulatory Compliance
- Credit Policy Interpretation
- Risk Reporting and Portfolio Analysis
Key Competencies – Behavioural
- Exceptional attention to detail
- Strong analytical and investigative capability
- Excellent written and verbal communication skills
- Sound judgement and decision-making ability
- Ability to work under pressure and meet deadlines
- Strong organisational and administrative skills
- Ability to challenge constructively and influence stakeholders
- Professionalism and integrity
Experience Requirements:
- Minimum 5–8 years' experience in Commercial, Corporate or Business Banking Credit Risk.
- Experience in monitoring and managing high-risk and distressed credit exposures.
- Proven experience in Business Rescue, restructures or turnaround environments.
- Experience preparing Credit Committee submissions and executive reporting.
- Strong understanding of lending structures, security documentation and credit governance.
Qualifications:
- Relevant tertiary qualification in Finance, Commerce, Accounting, Banking, Law or Risk Management.
- Credit Management qualification advantageous.
- Business Rescue, Insolvency or Restructuring experience highly advantageous.
- CA(SA), CFA, CIMA or equivalent would be advantageous but not essential.
Suggested Performance Measures (KPIs):
- Excesses within agreed tolerance levels.
- Timely completion of annual and interim reviews.
- Covenant compliance monitoring completed within SLA.
- High-risk account reporting submitted accurately and on time.
- Reduction in overdue conditions and expired facilities.
- Accuracy of risk reporting and portfolio data.
- Timely escalation of material credit risks.
- Quality of committee submissions and recommendations.
- Compliance with audit and governance requirements.
- Effective management of Business Rescue and distressed exposures
End Date: August 1, 2026
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Job Description
- The Banking Advisor assists in proactively managing a portfolio of 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.
- Act responsibly with work related resources in order to contribute to cost containment.
- Achieve expected financial targets and uphold associated service levels.
- Deliver exceptional and high-quality advice that exceeds customers’ expectations through proactive, innovative and appropriate solutions.
- Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.
- Provide sound services and recommendations based on customer and client needs, current information and trends.
- Develop and manage key stakeholder relationships that enable achievement of operational objectives.
- Ensure growth and increase in customer base by managing existing clients, generating new leads and growing active customer account base.
- Identify opportunities to expand our customer base with creditworthy and potentially profitable customers.
- Provide an efficient administration service through careful and timeous planning, reporting and updating of all relevant information.
- Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialisation.
- Compile reports that track progress and guide business to make informed decisions.
- Ensure effective management of the leads pipeline.
- Support sales through analysis of client portfolio and pro-active client engagement.
- Contribute to innovation by finding faster and more accurate ways of working.
- Assist with profit growth for the business through sales and acquisition of new clients.
- Understand and market all financial services solutions within the relevant business offering.
- Continuously assess own performance, seek timely and clear feedback and request training where appropriate.
- Develop, encourage and nurture collaborative relationships across the FRG.
Qualifications and Experience
- Relevant FSCA Approved NQF7 in Finance or Economics or Accounting.
- Preferred Qualification: FAIS accreditation required (RE5).
- 2 - 3 years’ experience within a Sales/Service area of a financial environment.
End Date: August 7, 202
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Job Description
- To manage and support the sales and service team ensuring that they reach targets whilst adhering to compliance processes and procedures and providing exceptional customer service
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: August 4, 2026
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Are you someone who can:
- Deliver exceptional experience and education to RMB Private Bank 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: August 5, 2026
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Are you someone who can:
- Implement and manage branch operational policies, procedures, and compliance processes to mitigate risk
- Support the delivery of excellent customer experiences by enabling efficient branch operations and resolve customer queries efficiently and within agreed turnaround times
- Manage branch costs and expenses within approved budgets to achieve cost efficiencies
- Deliver exceptional service by providing proactive, innovative, and appropriate solutions and continuous improvement to enhance innovation, efficiencies, and competencies within the branch
- Maintain efficient electronic tracking and monitoring processes for administrative activities and timelines
- Ensure accurate recordkeeping and documentation in line with governance standards
- Provide accurate and reliable business information to support informed decision making by analysing trends and data to identify opportunities for improved operational efficiency
- Plan and manage team performance to support branch objectives and service standards Support skills development, employment equity, and talent initiatives to build a capable and engaged team
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
- 1–3 years of experience in administrative experience within a branch administration, operations, or compliance environment
You will be an ideal candidate if you possess the following:
- Strong understanding of operational risk, policies, and governance requirements
- Strong organisational skills with a high attention to detail
- Proven ability to manage budgets, track expenses, and improve operational efficiencies
- Experience working with business intelligence, reporting, or operational data
You will have access to:
- Opportunities to contribute to operational excellence within a Points of Presence environment
- A structured, governance driven branch setting
- Continuous learning and development opportunities aligned to your role
- The opportunity to positively impact customer satisfaction and branch performance
You can be a match if you are:
- Detail driven with a strong compliance and risk mindset
- Customer focused and service oriented
- Organised and able to manage multiple priorities effectively
- Analytical with the ability to interpret data and trends and proactive in finding solutions with an innovative approach
- A collaborative team player who works well with branch stakeholders
- Committed to continuous improvement and personal development
End Date: August 1, 2026
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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.
You will be an ideal candidate if you possess the following:
- A South African Citizen
- NQF 5 qualification or higher
- 1-2 years’ experience in Client Services Support and delivery will be advantageous
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: August 1, 2026
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Job Description
- To deliver an exceptional experience for Private Wealth clients, focusing on foundational strategies for wealth creation, accumulation, and protection. This job applies relevant Money Management principles to deepen client engagement, drive Vertical Sales Index (VSI) growth, and strengthen long-term client retention and entrenchment.
- Identify Local and Offshore fiduciary opportunities and advise on client philanthropy.
- Participate in planned activities that are appropriate for own development.
- 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 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.
End Date: August 5, 2026
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Job Description
- To manage and support the sales and service team ensuring that they reach targets whilst adhering to compliance processes and procedures and providing exceptional customer service
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: August 4, 2026
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Job Description
- To provide personalised risk and investment advice to clients via virtual engagement channels, ensuring full compliance with FAIS regulations and consistently applying the FirstRand Product Matrix and Advice Philosophy.
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 or a Bachelor of Commerce (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: August 8, 2026
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Job Description
- To provide required support and services to both internal and external stakeholders related to policy administration (e.g. renewals, policy endorsements, etc) and ensure continuous service to customers within agreed service level agreement.
The Ideal candidate must have the following exposure:
- Drive product sales based on customer coverage and engage with
- relevant stakeholders to upsell the product
- Adhere to organisational values and service standards and interact with and communicate with customers accordingly
- Ensure first time resolution of customer queries or complaints
- Take ownership of any requirements and follow up on queries handed over to other parties or areas to ensure delivery on agreed time lines and Service Level Agreements
- Meet set turnaround times while ensuring own availability, reliability and accuracy
- Propose improvements on internal processes that impact service levels and customer satisfaction within area of accountability
- Understand customer's losses and engage with Insurer, customer and relevant stakeholders on suggestions to manage portfolio
- Ensure own product knowledge and provide relevant guidance and advice to customers
- Collect and analyse feedback to help improve customer service
- Propose ideas to improve customer service
- Ensure full understanding of customer needs to deliver a quality service
- Ensure customer service solutions are aligned to the business operational plan, organisational values and service standards
- Establish relationships with relevant individuals and departments to deliver on work expectations
- Adhere to relevant service level agreements to build trust in the relationship
- Execute own work in accordance with the organisational values and code of ethics
- Comply with and adhere to identified governance and compliance standards and escalate risks for investigation and resolution
- Investigate new ways to optimise processes and develop solutions that lead to improved service delivery and quality
- Work with relevant processes and procedures to maintain operational efficiencies
- Complete relevant administration, reporting and updating of information accurately and on time
- Provide timeous reports on operations, performance and audit findings
- Seek out regular performance feedback and put actions in place to improve and enhance performance
- Identify activities to address own development gaps
- Create own personal development plan and review plan with team leader or manager
- Keep abreast of learning opportunities, changing products and trends
You will have access to:
- Opportunities to network and collaborate
- A challenging working environment
- Opportunities to innovate
You will be an ideal candidate if you:
- FAIS accredited qualification/Degree
- Have 5 years Senior Underwriting experience in Commercial/Business
- RE5
- DOFA statement – dated not longer than 3 months
- must have obtained product specific training
- Have obtained 2-3 years experience in an Admistration Broker role in a Commercial Banking environment in the Upington area
- FAIS Accredited qualification (NQF level 6, 7 etc.)
- Have experience of dealing with high level customer queries
- Are not an unrehabilitated insolvent
We can be a match if you are:
- Adaptable and curious
- Sales driven
- Thrive in a collaborative environment
- Client-centric
End Date: August 8, 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: 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: August 5, 2026
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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:
- 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: August 7, 2026
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Please note that this is a 12-Month Hourly Rate 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
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: August 5, 2026
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Job Description
To handle inbound and outbound customer interactions—calls, electronic communications, and queries—in alignment with established standard operating procedures, ensuring customer satisfaction and the achievement of business objectives
- Act responsibly with work related resources to contribute to cost containment.
- Address customer needs in order to meet or exceed customer expectations.
- Build and maintain stakeholder relationships.
- Contribute to a culture of service excellence that builds positive relationships and provides opportunity for feedback and exceptional service.
- Innovate to improve customer experience by continuously looking for better and more efficient ways of doing things.
- Be flexible and adapt to changing circumstances.
- Deliberately seek diverse opinions, build on ideas and do not duplicate effort.
- Participate in the innovation process in the business and contribute toward new innovations against objectives.
- Plan and complete activities within area of work to meet set time and quality standards.
- Adhere to schedules to perform assigned work Attend (and facilitate) meetings as and when required.
- Maintain documentation and share information with the team where applicable.
- Execute own work in accordance with the organisational values and code of ethics.
- Comply with and adhere to identified governance and compliance standards and escalate problems for investigation and resolution.
- Identify and escalate risk as normal part of work.
- Contribute to client service delivery culture through adherence to approved organisational service delivery principles.
- Resolve customer dissatisfaction/complaints by taking ownership of the problem.
- Deliver exceptional service adhering to relevant SLA agreements and offering appropriate solutions.
- Plan and schedule activities to improve service.
- Respond to customer queries logged via phone, email and live chat to ensure full resolution of the query.
- Follow up with customers to ensure resolution of query by other stakeholders where relevant.
- Place operational outbound calls to customers to request outstanding documentation or to follow up on incomplete queries.
- Assist branch consultants with eBucks queries at a branch level Assist in advising customers on eBucks Shop orders.
- Assess own performance through seeking timely and clear feedback and request training where appropriate.
- Demonstrate teamwork as a valued team player.
End Date: July 30, 2026
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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: August 1, 2026
Method of Application
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