Banking Advisor Wealth - FNB Ermelo, Mpumalanga
FNB · Ermelo, Mpumalanga
Overview
FNB is looking for a Banking Advisor to join their Private Banking and Advisory Team in Ermelo, Mpumalanga. You will help manage a portfolio of affluent clients alongside a team of Private Bankers, providing analysis, research, sales, and service support. This role suits someone with 2 to 3 years of experience in a financial sales or service environment who holds an RE5 certificate and a finance or accounting degree at NQF7 level. If you are curious, driven, and love building client relationships, this could be your next career move.
About the role
FNB is hiring a Banking Advisor for their Wealth division in Ermelo, Mpumalanga. You will join the Private Banking and Advisory Team and work alongside Private Bankers to manage a portfolio of affluent clients.
What you can expect to do:
- Help proactively manage a portfolio of affluent clients through analysis, research, and sales support
- Identify opportunities for banking new clients and growing existing client relationships
- Market and sell financial services solutions within the relevant business offering
- Manage the leads pipeline and ensure effective follow through
- Provide efficient administration through careful planning, reporting, and updating of information
- Build and maintain key stakeholder relationships that support operational goals
- Deliver high quality service that exceeds customer expectations
- Comply with statutory, legislative, policy, and governance requirements
- Provide sound recommendations based on client needs, current information, and market trends
- Achieve expected financial targets and uphold associated service levels
Important application note: Applications will not be accepted on the closing date or afterwards. Please submit your application well before 30 January 2027. All appointments will be made in line with FirstRand Group's Employment Equity plan.
Requirements
- Minimum qualification: RE5 Certificate
- A Degree at NQF7 level in Finance or Accounting
- 2 to 3 years of experience within a Sales or Service area of a financial environment
- Must not be an unrehabilitated insolvent
- Compliance with relevant statutory, legislative, policy, and governance requirements
Responsibilities
- Assist in proactively managing a portfolio of affluent clients with a team of Private Bankers
- Provide analysis, research, sales, and service fulfilment to identify opportunities for banking new clients and growing the existing portfolio
- Contribute to a culture of service excellence that builds positive relationships and provides feedback opportunities
- Understand and market all financial services solutions within the relevant business offering
- Ensure effective management of the leads pipeline
- Develop, encourage, and nurture collaborative relationships across FRG
- Continuously assess own performance, seek timely feedback, and request training where appropriate
- Contribute to innovation by finding faster and more accurate ways of working
- Provide an efficient administration service through careful planning and reporting
- Develop and manage key stakeholder relationships to achieve operational objectives
- Deliver exceptional service that exceeds customer expectations through proactive solutions
- Act responsibly with work related resources to contribute to cost containment
- Ensure growth in customer base by managing existing clients and generating new leads
Job details
- Organisation
- FNB
- Location
- Ermelo, Mpumalanga
- Job type
- Full time
- Experience level
- Junior (2+ years)
- Education
- Bachelor
- Category
- Banking & Insurance
- Posted
- 6 October 2026 (1 month ago)
- Closing date
- 30 January 2027
- Application Method
- Apply online
Success Guide
Hi there! This Banking Advisor role at FNB in Ermelo is a great opportunity if you are looking to grow your career in private banking and wealth management. FNB values curiosity, courage, and mastery, so when you apply, show them you are someone who loves learning and pushing yourself.
Make sure your CV clearly highlights your RE5 certificate and your finance or accounting degree. If you have experience in financial sales or client service, give concrete examples of how you built relationships and grew a client base. Numbers and results speak volumes here.
During the interview, be ready to talk about how you manage a portfolio of clients and how you identify new business opportunities. They will also want to see that you understand compliance and can work well in a team. Good luck, you have got this!
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