Banking Advisor Wealth | FNB Cape Town
FNB · Cape Town, Western Cape
Overview
FNB is looking for a Banking Advisor Wealth to join their Private Banking team in Cape Town. You will support Private Bankers in managing a portfolio of high value clients, doing analysis, research, and sales and service work. If you have a finance degree, your RE5, and a few years of banking sales experience, this is a solid next step in your career with one of South Africa's biggest banks.
About the role
As a Banking Advisor Wealth at FNB in Cape Town, you will work alongside a team of Private Bankers to look after a portfolio of Private Wealth clients. The role is focused on analysis, research, and making sure sales and service delivery run smoothly, so that the team can spot new opportunities and grow the book of existing clients.
Day to day, you can expect to:
- Give sound advice and recommendations based on what clients need and what is happening in the market.
- Keep admin running on time by planning carefully, reporting, and updating client information.
- Compile reports that track progress and help the business make informed decisions.
- Manage the leads pipeline and support sales by analysing client portfolios and engaging clients proactively.
- Help grow profit by bringing in new clients and upselling to existing ones.
- Build strong relationships with stakeholders inside and outside the business.
- Stay on top of compliance, legislation, and internal processes for your area of specialisation.
Important application notes: Applications close on 07/11/26 and will not be accepted on or after that date, so submit early. You will apply through FNB's own recruitment system via the link provided. A credit record check is required for this role in line with the National Credit Act.
Requirements
- A relevant NQF7 level degree in Finance, Economics, or Accounting.
- A completed RE5 qualification.
- 2 to 3 years of experience in a sales or service area within a banking or financial environment.
- A clean credit record, as a credit record check applies under the National Credit Act.
- An understanding of financial services solutions and the ability to market them.
Responsibilities
- Support Private Bankers in managing a portfolio of Private Wealth clients.
- Provide analysis, research, and recommendations based on client needs and market trends.
- Compile progress reports to guide business decisions.
- Manage the leads pipeline and drive proactive client engagement.
- Help grow profit through client acquisition and portfolio growth.
- Deliver high quality advice and service that exceeds client expectations.
- Build and maintain key stakeholder relationships.
- Ensure compliance with legislation, policy, and governance requirements.
- Find faster and more accurate ways of working.
Job details
- Organisation
- FNB
- Location
- Cape Town, Western Cape
- Job type
- Full time
- Experience level
- Junior (2+ years)
- Education
- Bachelor
- Category
- Sales & Business Dev
- Posted
- 28 October 2026 (1 week ago)
- Closing date
- 7 November 2026
- Application Method
- Apply online
Success Guide
This role sits in FNB's Private Banking space, so your application should show you understand high value clients and the kind of service they expect. Highlight your RE5, your finance degree, and any sales or service experience where you worked with portfolios or targets. In an interview, be ready to talk about how you analyse a client's needs, how you spot opportunities to grow a book, and how you stay compliant while still pushing for results. Also remember that a credit record check is part of the process, so keep that in mind. Apply well before 7 November 2026 through FNB's own careers portal.
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