Job Description
To assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers 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.
Welcome to FNB, the home of the chargeables.
We design transformative solutions and deliver products and services that make us proud—because of the incredible people who bring them to life.
As part of our Private Banking & Advisory Team, you’ll be surrounded by exceptional talent, diverse perspectives, and an adaptable environment that thrives on curiosity. This is your opportunity to unlock your potential in a team where experts collaborate to drive meaningful change.
About the Role
To assist in proactively managing a portfolio of affluent clients with a team of Private Bankers through provision of analysis, research, 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.
Responsibilities.
- 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.
Essential Requirement & Qualifications
- Minimum Qualification - RE5 Certificate with a bachelor's degree at NQF7 level in Finance, Business Management or Accounting.
- Experience - 3 to 5 years’ experience within a Sales/Service area of a financial environment i.e. Banking, Insurance & Investments.
- A person must not be unrehabilitated insolvent.
Required Skills
- Curious & courageous → Resilient Learning & Exploration
- Obsessed with mastery → Commitment to Excellence
- Client growth and lead generation → Business Development & Portfolio Expansion
- Compliance with governance and policy → Professional Integrity & Regulatory Adherence
Are you interested to take the step? We look forward to engaging with you further.
Apply now!
Job Details
Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.
19/11/25
All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.