Banking Advisor Affluent

Job Description 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 Welcome to FNB, the home of the #changeables Are you a driven individual with 18 months+ of experience in the financial industry? FNB is offering an exciting opportunity to join our Banking Advisor Academy! This 6-month training program will equip you with the skills and knowledge needed to become a fully-fledged Private Advisor, servicing our Private Banking Advisory Clients. Successful candidates will be placed within the business on a permanent basis, forming part of our talent pipeline. Don't miss out on this chance to develop your career with one of the leading financial
institutions in the country We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen Now’s the time to imagine your potential in a team where experts come together and ignite effective change Goal: Improvement on the lives of customers through simple, effective solutions that meet their needs.
Identify and utilize opportunities for revenue growth to deliver on sales targets Are you someone who can:

• Deliver exceptional experience and education to Private 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 required essential experience - 18 months+ experience within a Sales/Service area in financial Services environment as a Banker.
• Minimum Qualification - Relevant NQF level 7 FSCA approved Degree.
• RE5
• Regulatory Compliance Certificates with relevant COB (Class of Business) would be an advantage.
• Strong background in Banking / Investment / Financial Planning / Wealth Management

You will have access to:

• Opportunities to network and collaborate.
• Earn basic guaranteed rewards with uncapped earning potential.
• Opportunities to innovate, provide appropriate banking and financial solutions across an allocated portfolio of clients.
• Identify Local and Offshore fiduciary opportunities and advise on client philanthropy.

We can be a match if you are:

• Able to build sound relationships based on trust and openness.
• Achieving revenue and profit targets by growing portfolio base, providing independent holistic advice, solutions that ensure revenue and profit growth in line with stated KPI's across the Insure, Investments, Loans & Transact Pillar and Products

• Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.

Additional Requirements
In accordance with National Credit Act (NCA) candidates applying for this role will require a credit
record check #LI-NK3
#POST
#FNB 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 05/06/25 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.