Job Description

To assist and facilitate the onboarding and subsequent transactions of client onto the FNB Investment Platform

Hello Future Investment Advisor

Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.

As part of our team in FNB Wealth and Investments, you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Now’s the time to imagine your potential in a team where experts come together and ignite effective change.

Are you someone who can:

• Achieve Business Performance Indicators by executing activities related to the specific focus area to maximise the Business Performance.
• Drive an increase in average balance of specific portfolio of liabilities as defined in the Financial Performance Report of the Business.
• Deliver exceptional service that exceeds customers' expectations through proactive, innovative and appropriate solutions.
• Maintenance of expert knowledge on specific products, pricing, application procedure, processing and timelines in order to drive and achieve relevant sales targets.
• Provide sales support efficiencies and services in order to ensure retention of clients by ensuring the timely renewal of all existing investment and negotiating special rates for clients.

You will be an ideal candidate if you can:

• Maximise Business Portfolio cross sell opportunities and strengthen client relationships.
• Track, control and influence Investments sales activities with the specific aim to achieve previously determined Investments sales targets.
• Manage opening of investment accounts.  Ensure compliance with closing / transferring accounts procedures by executing correct and error free execution of service requests. 
• Comply with governance in terms of legislative and audit requirements.
• Track, control and influence sales activities with the specific aim to increase sales efficiencies.
• Provide accurate and reliable sales statistics.

You will have access to:

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

We can be a match if you:

• Have RE5 and NQF Level 5
• Are adaptable and curious
• Analyse complex data sets
• Can thrive in a collaborative environment

Apply now if you are interested in taking the next step. We look forward to engaging with you!

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.

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.

12/11/25