Banking Advisor - Academy

Banking Advisor - AcademyApply locations: Cape Town | Posted on: Yesterday | End Date: May 30, 2025 (20 days left to apply) | Job requisition id: R30299Job DescriptionThe Banking Advisor Academy role involves proactively managing a portfolio of affluent clients alongside a team of Private Bankers.
Responsibilities include analysis, research, sales, and service fulfillment to identify opportunities for acquiring new clients and expanding existing client portfolios.
The incubation training period lasts 3-6 months.
Key responsibilities include building trust-based relationships, fostering a culture of service excellence, marketing financial services solutions, managing the leads pipeline to drive profit growth, and delivering high-quality outputs within deadlines.Welcome to FNB, the home of the changeables.
We design shapeshifters and deliver products and services that make us proud of the people who make it happen.
As part of our Private Banking & Advisory Team, you'll be surrounded by talented, diverse, and adaptable colleagues committed to curiosity and innovation.You will be an ideal candidate if you:Hold a RE5 Certificate and a Degree NQF7 (FSCA Approved) in Finance or AccountingHave 2 to 3 years' experience in a Sales/Service role within a financial environment, preferably bankingAre not unrehabilitated insolventYou will have access to:Networking and collaboration opportunitiesChallenging opportunities to innovateWe can be a match if you:Are curious and courageous, driven by a desire to learn and brave enough to take on new challengesObsessed with mastery, continuously pushing yourself to improveCan grow and increase the customer base by managing existing clients, generating new leads, and expanding active accountsComply with relevant statutory, legislative, policy, and governance requirementsInterested in taking the next step?
We look forward to engaging with you.
Apply now!Additional RequirementsIn accordance with the National Credit Act (NCA), candidates will require a credit record check.#LI-NK3#POST#FNBJob DetailsPlease submit applications before the closing date of 30/05/2025, as applications will not be accepted after this date.All appointments will align with FirstRand Group's Employment Equity plan.
The Bank supports the recruitment and advancement of individuals with disabilities.
Candidates may disclose disability information voluntarily, which will be kept confidential unless required by law.Similar Jobs (1)Banking Advisor WealthLocation: Cape Town | Full-time | Posted 6 days ago | End Date: May 16, 2025 (6 days left to apply)Introduce YourselfIntroduce yourself to our recruiters; we will contact you if a suitable role arises.
For queries, please log via MyQ.About UsFNB serves retail and commercial customers with a wide range of financial products, including insurance, savings, and investments, along with a digital platform that supports everyday challenges and opportunities.
Recognized globally, FNB has received multiple awards, including the Strongest Banking Brand in the World (Brand Finance Banking 500 2023).
We offer many opportunities for a rewarding career, especially if you want to make a meaningful difference in people's lives.
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