Banking Advisor Wealth, Polokwane at FNB
FNB · Polokwane, Limpopo
Overview
FNB is hiring a Banking Advisor Wealth in Polokwane, Limpopo. You will work with a team of Private Bankers to manage a portfolio of affluent clients, provide research and analysis, and help grow the bank's client base. This is a great opportunity if you have 3 to 5 years of experience in financial services sales and want to build a career in wealth management. You will earn a basic salary with uncapped earning potential while working with industry experts.
About the role
FNB is looking for a Banking Advisor Wealth to join their team in Polokwane, Limpopo. In this role, you will work closely with Private Bankers to manage a portfolio of affluent clients. You will provide analysis, research, sales support and service fulfilment to identify opportunities for bringing in new banking clients and growing the existing portfolio.
Your day to day work will involve building and maintaining strong relationships with internal partners and stakeholders to support Private Bankers and improve client satisfaction. You will help market and sell financial services solutions that fit within the business offering. You will also assist with profit growth by managing the leads pipeline effectively and consistently delivering high quality work within agreed deadlines.
This role is perfect for someone who enjoys a mix of client interaction, sales and research within a financial services environment. FNB is committed to creating an inclusive workplace and encourages suitably qualified candidates to apply.
Important application note: Applications must be submitted before 30 December 2026. Candidates will be required to undergo a credit record check in line with the National Credit Act. You must not be an unrehabilitated insolvent. Appointments will be made in line with FirstRand Group's Employment Equity plan, and candidates with disabilities are encouraged to disclose this information if they require reasonable accommodation.
Requirements
- Relevant Bachelor's Degree at NQF Level 7, FSCA approved, such as Finance, Economics, Investment Management, Financial Planning or Business Management
- RE5 Regulatory Compliance Certificate with relevant COB (Class of Business) and must meet all requirements on SUB CATS
- 3 to 5 years experience in a Sales or Service role within a financial services environment
- Must have a clear credit record
- Must not be an unrehabilitated insolvent
Responsibilities
- Proactively manage a portfolio of affluent clients together with Private Bankers through analysis, research, sales and service fulfilment
- Identify opportunities to bring in new banking clients and grow the existing client portfolio
- Build and manage stakeholder relationships to support operational success
- Maintain strong internal partnerships that support Private Bankers and enhance client satisfaction
- Contribute to a culture of service excellence by building positive relationships and providing opportunities for feedback and exceptional service
- Understand and market all financial services solutions within the relevant business offering
- Assist with profit growth for the business by effectively managing the leads pipeline
- Consistently produce high quality outputs within agreed deadlines
- Comply with statutory, legislative, policy and governance requirements and set processes and procedures
Benefits
Basic guaranteed salary with uncapped earning potential, opportunities to network and collaborate, opportunities to innovate
Job details
- Organisation
- FNB
- Location
- Polokwane, Limpopo
- Job type
- Full time
- Experience level
- Mid (3+ years)
- Education
- Bachelor
- Category
- Banking & Insurance
- Posted
- 4 October 2026 (1 month ago)
- Closing date
- 30 December 2026
- Application Method
- Apply online
Success Guide
Hi there! If you are applying for this Banking Advisor role at FNB, make sure your CV clearly shows your experience in financial services sales and client relationship management. Highlight any wealth management or portfolio management work you have done, and do not forget to mention your RE5 certification and COB details. FNB is big on compliance, so showing you understand the regulatory side will help you stand out.
Before you apply, double check that your credit record is clean and that you have all your documents ready, including your degree certificate and regulatory certificates. The closing date is 30 December 2026, so give yourself enough time to submit a well prepared application. Good luck!
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