Trending Roles at FNB South Africa

Job Description

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

Are you someone who can:

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

You will be an ideal candidate if you have:

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

You will have access to:

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

You will be a match if you are:

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

End Date: August 12, 2026

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Job Description

• To deliver an exceptional customer experience by understanding and responding to individual needs and aspirations. Provide tailored, value-adding solutions in a fast-paced environment, while consistently adhering to company policies and procedures

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 11, 2026

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Job Description

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

Are you someone who can:

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

You will be an ideal candidate if you have:

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

You will have access to:

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

You will be a match if you are:

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

End Date: August 12, 2026

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Job Description

• Lead, inspire and grow a high-performing team, while shaping the future of financial outcomes, for one of South Africa’s largest and most Innovative Financial Services Companies.
• If you are strategic, client-centric and a proven leader, ready to add value to Independent Financial Advisors, exceed targets and make meaningful change, this is your next career move.

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: August 7, 2026

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Job Description

• To oversee all kitchen operations, from menu development to food preparation and staff management, leveraging creativity, leadership, and technical expertise.
• To ensure that the kitchen operates efficiently, maintaining the highest standards of food quality and presentation while managing costs and fostering a positive work environment.

Are you someone who can:

• Assess own performance through seeking timely and clear feedback and request training where appropriate.
• Ensure that staff provide high standards of service and food offerings to enhance work delivery collaboration and innovation.
• Manage end-to-end running of the kitchen and front-of-house retail operations to ensure consistency 
• Develop, encourage and nurture collaborative relationships across the FRG 
• Provide input into the development of the tactical strategy and develop and implement a supporting operational strategy.
• Provide accurate monthly reports as required by business on cost of sales, gross profit, food cost, hygiene standards, customer participation, staff engagement and challenges experienced in the business units.
• Manage menu development and maintain updated and accurate costing of all dishes prepared and sold in the Food and Beverage operation.
• Ensure all food products are prepared in a consistent manner and meet the set quality standards.
• Review finished products for quality and presentation before the orders are sent to customers.
• Maintain quality levels for receiving storage, production and presentation of food.
• Interact with customers to obtain feedback on food quality, presentation and service levels.
• Determine how food should be presented and create decorative food displays.
• Train kitchen and retail staff brigade on the fundamentals of good cooking and excellent plate presentations.
• Train chefs to prepare food according to well defined recipes and follow up and discusses ways of constantly improving the dining experience.
• Conduct research to remain well informed on profession cookery best practices, latest food trends to incorporate into cuisine offering, contributing towards employee wellbeing in the organisation.
• Provide directions for all day-to-day operations in the kitchen.
• Review weekly and monthly schedules to meet forecast and budget.
• Discuss daily food cost reports with key kitchen, Food and Beverage team members.
• Ensure sufficient staffing levels are scheduled to accommodate business demands.
• Coordinate with the purchase or procurement department for acquisition of needed goods and services.
• Review staffing levels to ensure that client service, operational needs and financial objectives are met.
• Understand employee roles well enough to perform duties in employee’s absence or determine appropriate replacement to fill gaps.
• Motivate supervisors and staff to meet and exceed food preparation standards on a consistent basis.
• Support and facilitate staff participation in local, national and international competitions.
• Display leadership by providing a positive work environment, counselling employees as appropriate and demonstrating a dedicated and professional approach to management.
• Support and facilitate staff participation in local, national and international competitions with the aim of introducing new food ideas.
• Ensure implementation of hygiene policies in the kitchens and front of house retail area in line with Hazard Analysis and Critical Control Points requirements to mitigate food and people risks.
• Ensure employees follow proper handling and right temperature of all food products.
• Monitor that hygiene policies are adhered to daily by staff for safety of clients.
• Ensure compliance with food handling and sanitation standards.
• Action findings identified from 3rd party audits to mitigate risks.
• Provide consistent job training for all staff on hygiene practices.
• Enforce all applicable safety procedures specified for kitchen and food servers.
• Ensure proper grooming and hygiene standards for all kitchen and retail staff.
• Ensure all kitchen and retail staff maintain the required food handling annual certifications.
• Ensure both Front and Back of House staff wear the required Personal Protective Equipment and uniforms in the various areas of the kitchens.
• Ensure kitchen and retail employees maintain required food handling and sanitation certifications.
• Ensure all equipment in the kitchen and Front of house are properly maintained and in
• working order in accordance with the Occupational Health and Safety Act.

You will be an ideal candidate if you have:

• Qualification: Degree in culinary studies or relevant equivalent certification
• Experience: 4 - 5 years’ experience in Catering and Hospitality, ideally at middle management level in corporate catering/events.
• Skills: Extensive experience in a senior kitchen role in a corporate catering environment, Exceptional culinary skills and creativity, Strong leadership and excellent management abilities, In-depth knowledge of kitchen operations, including budgeting, inventory management, and staff management, Experience with menu development and corporate retail catering and events catering and Experience in staff management of a multi-disciplinary catering team of between 20 and 30 staff.

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.

End Date: August 10, 2026

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Job Description

• To manage and support the key accounts team in delivering consistent, high-quality service to designated clients. Ensures effective execution of account management activities, strengthens client relationships, and drives delivery against agreed service levels.
• Contributes to client retention, operational efficiency, and overall service excellence by resolving routine client queries, coordinating internal resources, and maintaining accurate reporting within established policies, procedures, and performance standards.
• Drive an Increase in average balance of specific portfolio of assets as defined in the Financial Performance Report of the business.
• Drive an increase in average balance of specific portfolio of liabilities (e.g. Call reports, 32 Day Deposits, Fixed Deposits) as defined in the Financial Performance Report of the Business.
• Manage costs / expenses within approved budget to achieve cost efficiencies.
• Deliver exceptional service that exceeds customers' expectations through proactive, innovative and appropriate solutions.
• Build and maintain strategic relationships with internal and external parties to support the sales strategy.
• Maintenance of expert knowledge on relevant legislative amendments, industry best practices and provision of proactive advice and solutions to relevant stakeholders.
• Manage existing clients and grow portfolio through making contact and generating leads.
• Provide sales support efficiencies and services in order to ensure retention of clients.
• Provision of an efficient administration service through careful and timeous planning, reporting and updating of all related information.
• Comply with governance in terms of legislative and audit requirements.
• Enter all Qualified leads into the sales pipeline and maintain on a daily basis.
• Track, control and influence sales activities with the specific aim to increase sales efficiencies.
• Develop materials and documentation including minimum standards, templates, guidelines, FAQ’s and processes.
• Develop a deep understanding of the technical trends, market, competition and trends in the market. Research and identify new entrants in the relevant industries (mobile, payments, finance etc). Assess opportunities and threats from these entrants.
• Improve business decisions by providing accurate and reliable business intelligence (information) together with analyzing trends and data.
• Manage own development to increase own competencies.
• Plan and manage performance, skills development, employment equity, talent and culture of team in order to improve innovation, achieve efficiencies and increase competencies.

End Date: August 11, 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

• Provide operational support related to activities and initiatives that contribute to the overall growth and profitability of an area of work 
• Drive sales across product and campaign initiatives to exceed set targets 
• Deliver customer experience excellence aligned to Organisational values and service standards 
• Build professional long-term relationships with customers based on trust that builds the brand 
• Collect and interrogate information and feedback to ensure full understanding of customer needs to deliver a quality service 
• Deliver service that exceeds customer expectations through proactive, innovative and appropriate solution selection and application 
• Provide customers with relevant information to keep them informed of products and service options  
• 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 
• Communicate how customer service solution will be implemented and secure buy-in  
• Ensure product knowledge and advice is technically accurate and provide customers with relevant information to keep them informed of products and service options 
• Ensure resolution of customer queries and complaints timeously and ownership of issues 
• Analyse customer feedback to help improve customer service Propose ideas to improve customer service 
• Build relationships that allow for the managing of expectations; the sharing of knowledge and diverse insights; and the creation of buy-in  
• Engage in cross-functional relationships to obtain and to provide work support 
• Engage with customers to understand their unique requirements, drive value optimisation and advise best options for product integration and wealth management Manage the growth of active customer account base
• Ensure compliance with relevant statutory, legislative, policy and governance requirements in area of accountability 
• Ensure implementation of relevant policies, governance and practice standards across the business  
• Maintain knowledge on relevant legislative amendments, industry best practices and internal compliance procedures and requirements 
• Ensure compliance is adopted in terms of systems and procedures as laid out by organisation and review in response to audit findings and changes 
• Develop an understanding of risks and risk management approaches 
• Implement and provide input into the development of governance and compliance procedures and processes within area of specialisation and identify risks 
• Educate others and make suggestions for improvements 
• Network and participate in specialist risk forums where required  
• Improve business decisions by providing accurate and reliable business intelligence (information) together with analysing trends and data 
• Provide regular reports on the delivery of services against agreed service level agreements and in terms of overall customer targets 
• Accumulate information to review work progress that provides input to reporting, decision making and the identification of improvement opportunities 
• Understand competencies and skills required for own and employee's development and performance 
• Identify development needs and select effective solutions to address own and employee development needs 
• Ensure that each employee prepares a personal development plan that is implemented and reviewed as required 
• Provide on the job coaching and guidance 
• Participate and contribute to a development culture where information regarding successes, issues, trends and ideas are actively shared 
• Build and sustain collaborative working relationships with relevant peers and stakeholders to achieve productivity synergies 
• Participate in specialist communities of practice and contribute positively to own and organisational knowledge improvement 
• Manage team delivery against goals in the area of responsibility 
• Manage performance moderation, disciplinary action, recognition and retention processes in line with HR policies and procedures 
• Participate in Talent Management practices and processes in line with HR policies and procedures
• Implement employment equity plan targets in all recruitment and employee movement activities 
• Manage performance of employees by clearly defining goals and objectives and providing direction, coaching and regular feedback 
• Ensure skills are transferred to specific functions 
• Ensure conflict resolution and respond to complaints or concerns  
• Set relevant stretch goals for team and motivate achievement

End Date: August 11, 2026

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Job Description

• To offer specialist advice across the full trust and tams administration process

Responsibilities: 

• Attend to trust administration tasks on behalf of trustees in offshore jurisdictions
• Cultivate and manage professional relationship with offshore trustees,
• Deliver exceptional service that exceeds customers' expectations through proactive, innovative, and appropriate solutions. 
• Provides administration, compliance review and operational support to the trustees to enable them to manage the trust in the foreign jurisdiction
• Accurately manage client records and documents
• Prepare trustee resolutions, minutes and other trust related documents per instruction from the trustee
• Co-ordinate trust related distributions, loan repayments, fees and similar per instruction from the trustee
• Assist with preparing and collating documents and information relating to opening, maintenance and review of trust bank accounts and investment accounts per instruction from the trustee
• Support compliance with relevant foreign trust legislation, regulatory requirements and fiduciary obligations
• Assist with client due diligence and ongoing monitoring requirements in line with AML standards
• Monitor and track statutory filing deadlines and reporting obligations in the foreign jurisdiction
• Liaise with compliance teams, external fiduciary service providers and other relevant parties where required
• Assist with gathering information and documents required for regulatory, legislative and internal requirements
• Prepare correspondence for review by trustee
• Support the trustee with proper governance, record-keeping and audit readiness
• Identify and escalate administrative, compliance or operational risks to the trustee
• Ensure adherence to internal policies procedures and service level standards
• Knowledge on relevant offshore jurisdiction trust legislation, relating to trust administration and compliance

Qualifications: 

• 2 yrs + trust administration experience, a Fiduciary industry related or Legal qualification would be advantageous

You will have access to: 

• Opportunities to network and collaborate 
• A challenging and dynamic working environment 
• Gain experience of offshore trust administration

We can be a match if you are: 

• An experienced trust administrator
• Have exceptional organizational skills 
• Provide fantastic client service   
• Adaptable and curious 
• Able to analyse complex data sets 
• Thrive in collaborative 

End Date: August 11, 2026

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Job Description

To support the proactive management of affluent client portfolio by partnering with Private Bankers to deliver insightful analysis, conduct research, and ensure seamless execution of sales and service activities. The job focuses on identifying opportunities to onboard new clients and expand relationships with existing ones.

• 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.
• Develop, encourage and nurture collaborative relationships across the FRG.
• Continuously assess own performance, seek timely and clear feedback and request training where appropriate.
• Contribute to innovation by finding faster and more accurate ways of working.
• Provide an efficient administration service through careful and timeous planning, reporting and updating of all relevant information.
• Develop and manage key stakeholder relationships that enable achievement of operational objectives.
• Deliver exceptional and high-quality service that exceeds customers' expectations through proactive, innovative and appropriate solutions.
• Act responsibly with work related resources in order to contribute to cost containment.
• 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 specialisation.
• Provide sound services and recommendations based on customer and client needs, current information and trends.
• Achieve expected financial targets and uphold associated service levels.

End Date: August 9, 2026

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Job Description

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

Are you someone who can:

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

You will be an ideal candidate if you have:

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

You will have access to:

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

You will be a match if you are:

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

End Date: August 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: August 7, 2026 

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Job Description

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

Are you someone who can:

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

You will be an ideal candidate if you:

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

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

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

End Date: August 15, 2026

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Are you someone who can:

• Proactively grow the balance sheet of an allocated customer, deliver exceptional experience and education to portfolio of clients on wealth creation?
• Deliver exceptional experience and education to portfolio of clients on wealth creation?
• Increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles?

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)
• 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.
• Participate in planned activities that are appropriate for own development.

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)
• Experience - 3 to 5 years’ experience within a Sales/Service area of a financial environment.

We can be a match if you are:

• Able to 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.
• Conduct digital client reviews within the context of client engagements.
• Consult with SMEs on complex products to provide appropriate product advise.
• Execute on opportunities to expand our customer base with creditworthy and potentially profitable customers.
• Provide appropriate banking and financial solutions across an allocated portfolio of clients.
• 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 15, 2026

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Job Description

• To serve as a full financial services advisor by providing appropriate savings, investment and estate planning advice, expertise and support to high income clients, with a focus on investments.

Are you someone who can:

• Inform and educate customers on products and services to ensure retention of existing customers; increase sales revenue and increase the organisation's customer base.
• Advise on and provide support to ensure the effective resolution of customer queries in order to ensure customer satisfaction and retention.
• Analyse financial information obtained from clients to develop a financial plan or proposal using the correct tools.
• Formulate proposals in cash management, risk needs, investment planning, estate planning, or other areas to help clients achieve their financial goals.
• Achieve gross production target as indicated in scorecard.
• Achieve previously determined sales targets across the business by identifying opportunities to advise on FirstRand approved investment and risk products.
• Investigate available investment opportunities to determine compatibility with client financial plans.
• Review clients' financial plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
• Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets.
• Accumulate information to review work progress that provides input to reporting, decision making and the identification of improvement opportunities.
• Take all necessary actions to ensure compliance with relevant statutory, legislative, policy and governance requirements in area of accountability.
• Maintain expert knowledge on relevant legislative amendments, industry best practices and FNB’s internal compliance procedures and requirements.
• Ensure compliance is adopted in terms of systems and procedures as laid out by FNB.
• Implement and provide input into the development of governance and compliance procedures and processes within area of specialisation and identify risks.
• Ensure optimal usage and protection of business assets.
• Maintain expert knowledge on all FirstRand approved products, application procedure, processing and timelines in order to drive and achieve relevant sales targets.
• Ensure that the quality of advice remains high and consistent and in line with FNB’s investment philosophy and product approved matrix.
• Contribute to sustaining a competitive edge through external networking and benchmarking and representation on related forums.
• Engage in cross-functional activities. 
• Collaborate across boundaries and finds common ground with a widening range of stakeholders. 
• Maintain and build relationships for purposes of expectation management, knowledge sharing and integration.

You will be an ideal candidate if you:

• Relevant Degree in Investment or Economics. Certified Financial Planner.
• Have 3 to 5 years’ experience as a Wealth Manager with sales and advisory experience with high income clients
• Candidates with the following FAIS experience will be given preference:

Cat 1:

• Long-Term Insurance subcategory B1
• Long-Term Insurance subcategory C
• Retail Pension Benefits
• Shares
• Money Market Instruments
• Bonds
• Participatory Interests in a Collective Investment Scheme
• Forex Investments
• Long-term Deposits
• Short-term Deposits
• Long- Term Insurance Subcategory B2
• Long- Term Insurance Subcategory B2- A
• Long-term Insurance subcategory B1-A
• Structured Deposits
• Participatory Interest in hedge fund

Cat 2:

• Long Term Insurance Subcategory C
• Retail Pension Benefits
• Shares
• Money Market Instruments
• Bonds
• Participatory Interests in one or more CIS
• Forex Investments
• Long Term Deposits
• Short Term Deposits
• Structured Deposits
• Participatory interest in hedge funds

You will have access to:

• Liaise and interact with clients and or customers via approved communication channels in a positive and helpful manner.
• Monitor financial market trends to ensure that client plans are responsive.
• Improve business decisions by providing accurate and reliable business intelligence (information) together with analysing trends and data.
• Develop networks and build alliances to build and strengthen internal support bases.
• Be an ambassador for FNB as a financial service provider encompassing our internal values and ethical standards.

We can be a match if you are:

• Curious & courageous - you're driven by always wanting to know more and learn more and you're 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

End Date: August 31, 2026 

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Job Description

To serve as a full-spectrum financial advisor to high-net-worth clients, delivering expert guidance across savings, investments, estate planning, and fiduciary services. The role emphasises investment advisory and portfolio management, both locally and offshore.

• Provide comprehensive financial planning and investment advice to high-income clients.
• Formulate proposals in investment planning, estate planning, cash management, and risk needs.
• Manage and grow a portfolio of clients with assets under management (AUM) of R300 million or more.
• Conduct regular reviews of client financial plans, adapting to life changes, market trends, and economic shifts.
• Monitor financial market trends to ensure that client plans remain responsive and relevant.
• Investigate available investment opportunities to determine compatibility with client financial plans.
• Analyse financial information obtained from clients to develop financial plans or proposals using appropriate tools.
• Improve business decisions by providing accurate and reliable business intelligence, including trend and data analysis.
• Accumulate information to review work progress, contributing to reporting, decision-making, and identifying improvement opportunities.
• Provide regular reports on service delivery against agreed service level agreements and overall customer targets.
• Ensure compliance with relevant statutory, legislative, policy, and governance requirements.
• Maintain expert knowledge of legislative amendments, industry best practices, and FNB’s internal compliance procedures.
• Ensure compliance is embedded in systems and procedures as per FNB standards.
• Implement and contribute to the development of governance and compliance processes, identifying and mitigating risks.
• Ensure optimal usage and protection of business assets.
• Achieve gross production and sales targets as indicated in scorecards.
• Identify opportunities to advise on FirstRand-approved investment and risk products.
• Maintain expert knowledge of FirstRand-approved products, application procedures, processing, and timelines.
• Ensure high-quality, consistent advice aligned with FNB’s investment philosophy and product matrix.
• Act as an ambassador for FNB, upholding internal values and ethical standards.
• Contribute to sustaining a competitive edge through external networking, benchmarking, and representation in relevant forums.
• Develop networks and build alliances to strengthen internal support bases.
• Engage in cross-functional activities and collaborate across boundaries with diverse stakeholders.
• Maintain and build relationships for expectation management, knowledge sharing, and integration.
• Inform and educate clients on products and services to retain existing clients, increase revenue, and grow the customer base.
• Liaise with clients via approved communication channels in a positive and helpful manner.
• Support the resolution of client queries to ensure satisfaction and retention.

End Date: August 31, 2026 

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Job Description

• To deliver exceptional experience and education to FNB 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.

Responsibilities:

• Provide appropriate banking and financial solutions across an allocated portfolio of clients
• Conduct client reviews within the context of client engagements and market all financial services solutions within the relevant business offering
• Identify Local and Offshore fiduciary opportunities and advise on client philanthropy
• Identify and utilise opportunities for revenue growth to deliver on sales targets
• Achieve revenue and profit targets by growing portfolio base, providing independent holistic advice and solutions that ensure revenue and profit growth
• Develop, encourage and nurture collaborative relationships within FNB and/or across the First Rand Group
• 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

You will be an ideal candidate if you:

• Relevant Degree in - Degree in Finance, Economics or Accounting (CFP preferred).
• Have 3 to 5 years’ experience in a Investment, Financial Planning, Wealth Management, and client facing environment as a Financial Advisor (Banking experience will be an advantage).

The following sub-category 1 financial products is essential and must be signed off supervision.

• 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
• Full understanding of money management principles
• 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
• 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.
• Excellent knowledge of global financial markets and current affairs
• Ability to match client needs with appropriate product solutions.
• 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.

You will have access to:

• Full understanding of money management principles.
• Servicing a portfolio of clients and in acquisition of new relationships.
• Compliance to legislative and audit requirements and adherence to relevant processes.
• Participate in planned activities that are appropriate for your own development.
• Building working relationships across teams and functional lines to enhance work delivery, collaboration and innovation

End Date: August 31, 2026

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

Are you someone who can:

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

Qualification & Experience Requirement

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

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

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

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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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 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: August 12, 2026

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Job Description

• To manage the professional onboarding, administration, and finalisation of deceased estates in full compliance with the Administration of Estates Act 66 of 1965 and all applicable legislation.
• Ensure accuracy, timeliness, and strict adherence to legal and procedural standards throughout the estate administration process.
• This position is based in Bloemfontein. Applicants should be willing and able to work from this location.

Are you someone who can:

• Independently manage end to end Deceased Estates Administration in terms of the administration of estates act
• Manage customer relationships and escalations
• Analytical thinker and ability to utilise legal background/knowledge to problem solve complexities that arise in estate administration
• Understanding and practical knowledge of Business entities, Estate Duty, Capital gains and Income tax relating to deceased estates
• Good drafting skills and communication.
• Ability and understanding of risk and compliance features within financial (fiduciary) industry and managing complexity
• Strong stakeholder management
• Deep Knowledge in Farming Properties, Companies and CC’s as part of Estate Administration

You will be an ideal candidate if you:

• LLB degree essential
• CFP advantageous
• Minimum of 5 - 8 years’ experience administering complex deceased estates/high net worth clients within a Fiduciary environment
• Experience in dealing with businesses enterprises and farming properties advantageous
• Ability to work under pressure and meet financial targets

You will have access to:

• Opportunities to network and collaborate
• Opportunities for self-development
• A challenging working environment
• Opportunities to innovate

We can be a match if you are:

• An experienced fiduciary professional
• Adaptable and curious
• Able to analyse complex information
• Thrive in collaborative environments and build networks

End Date: August 12, 2026