Banking Advisor Wealth at FNB in Stellenbosch
FNB · Stellenbosch, Western Cape
Overview
FNB is looking for a Banking Advisor in Wealth to join their RMB Private Wealth team in Stellenbosch. You will help manage a portfolio of high value clients, working with Private Advisors on analysis, research and service delivery. This is a great opportunity for a young finance graduate with some banking sales experience to grow their career in corporate and investment banking with one of Africa's leading financial groups.
About the role
As a Banking Advisor in Wealth at FNB, you will work within the RMB Private Wealth team to support the proactive management of a portfolio of high value clients. You will collaborate closely with Private Advisors to deliver analysis, research and excellent sales and service outcomes.
What you will be doing:- Providing sound service and recommendations based on client needs and current market trends.
- Compiling reports that track progress and help the business make informed decisions.
- Supporting sales through client portfolio analysis and proactive client engagement.
- Assisting with profit growth through sales and the acquisition of new clients.
- Managing and growing a pipeline of leads to actively expand the customer base.
- Delivering exceptional, high quality advice that exceeds customer expectations.
- Building and managing key stakeholder relationships to achieve operational goals.
- Ensuring compliance with all statutory, legislative and policy requirements.
Requirements
- A relevant NQF7 Level Degree in Finance, Economics or Accounting.
- Completed RE5 qualification.
- 2 to 3 years of experience within a sales or service area of a banking or financial environment.
- A clear credit record, as a credit check is required in line with the National Credit Act.
Responsibilities
- Assist in proactively managing a portfolio of RMB Private Wealth clients alongside Private Advisors.
- Provide client analysis, research and recommendations based on current information and trends.
- Compile progress reports that guide business decisions.
- Manage a leads pipeline and support proactive client engagement.
- Assist with sales and acquisition of new clients to grow profit.
- Meet financial targets while upholding service levels.
- Identify opportunities to expand the customer base with creditworthy clients.
- Deliver high quality advice and innovative solutions that exceed customer expectations.
- Build and manage key stakeholder relationships to achieve objectives.
- Comply with statutory, legislative, policy and governance requirements.
- Contribute to innovation by finding faster and more accurate ways of working.
Job details
- Organisation
- FNB
- Location
- Stellenbosch, Western Cape
- Job type
- Full time
- Experience level
- Junior (2+ years)
- Education
- Bachelor
- Category
- Banking & Insurance
- Posted
- 3 November 2026 (4 days ago)
- Closing date
- 13 November 2026
- Application Method
- Apply online
Success Guide
This is a brilliant role if you are a young finance or economics graduate who wants to move into private wealth banking. FNB and RMB are part of FirstRand, so this is a strong name to have on your CV.
When you apply, highlight any client facing sales or service experience you have in banking or financial services. Make sure your RE5 is up to date and clearly stated on your CV, because it is a hard requirement. Also be ready to talk about how you build relationships and spot opportunities to grow a client base.
Because they check your credit record, it is a good idea to get a free credit report beforehand so there are no surprises. And with the closing date on 13 November, do not wait until the last minute. Get your application in early and make sure your degree certificate is ready to upload.
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