Banking Advisor Wealth - FNB George
FNB · George, Western Cape
Overview
FNB is looking for a Banking Advisor Wealth to join their Private Banking and Advisory Team in George, Western Cape. You will help manage a portfolio of Private Wealth Clients, working alongside Private Bankers to identify new banking opportunities and grow existing client relationships. If you have a finance related degree, RE5, and 2 to 3 years of banking sales or service experience, this could be a great next step in your career.
About the role
As a Banking Advisor Wealth at FNB, you will be part of a team that proactively manages a portfolio of Private Wealth Clients. You will work with Private Bankers to provide analysis, research, and sales and service fulfilment, with the goal of identifying additional opportunities to bank new clients and grow existing relationships.
What you can expect to do:
- Provide sound services and recommendations based on client needs and current trends.
- Deliver efficient administration through careful planning, reporting, and updating of information.
- Compile reports that track progress and guide business decisions.
- Manage the leads pipeline effectively.
- Support sales through analysis of client portfolios and proactive client engagement.
- Assist with profit growth by acquiring new clients and growing active accounts.
- Achieve financial targets and maintain service levels.
- Build and manage key stakeholder relationships.
- Comply with relevant statutory, legislative, and governance requirements.
- Contribute to innovation by finding faster and more accurate ways of working.
Important application notes: This advertisement is not for an active vacancy. FNB is gathering applications to build a talent pool for future opportunities, so you may not receive an immediate status update. Applications will not be accepted on or after the closing date of 07 November 2026. You will need to complete a credit record check in line with the National Credit Act.
Requirements
- 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.
- In accordance with the National Credit Act (NCA), candidates will require a credit record check.
Responsibilities
- Proactively manage a portfolio of Private Wealth Clients alongside Private Bankers.
- Provide analysis, research, and sales and service fulfilment to clients.
- Identify opportunities to bank new clients and grow existing client relationships.
- Manage the leads pipeline and support sales through client portfolio analysis.
- Compile progress reports to guide business decisions.
- Assist with profit growth through client acquisition and account growth.
- Deliver high quality advice and service that exceeds client expectations.
- Develop and manage key stakeholder relationships.
- Ensure compliance with statutory, legislative, policy, and governance requirements.
- Continuously assess own performance and seek feedback and training.
Job details
- Organisation
- FNB
- Location
- George, Western Cape
- Job type
- Full time
- Experience level
- Junior (2+ years)
- Education
- Bachelor
- Category
- Banking & Insurance
- Posted
- 28 October 2026 (1 week ago)
- Closing date
- 7 November 2026
- Application Method
- Apply online
Success Guide
This role is a great fit if you are already working in banking sales or service and want to step into wealth management. FNB is building a talent pool, so treat this application as a way to get on their radar for future openings. Make sure your CV clearly shows your RE5 qualification and your 2 to 3 years of banking experience. Highlight any time you have worked with high value clients or managed a portfolio. In an interview, be ready to talk about how you build relationships and spot opportunities to grow client accounts. Also remember that a credit record check is part of the process, so it helps to know your credit profile is in good shape.
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