Banking Advisor Wealth - Polokwane
FNB · Polokwane, Limpopo
Overview
FNB is looking for a Banking Advisor Wealth in Polokwane to help manage a portfolio of Private Wealth Clients alongside a team of Private Bankers. This is a great opportunity for someone with banking or sales experience who enjoys building client relationships and identifying new business opportunities. You will work with high value clients, provide sound financial advice, and grow the bank's customer base. If you are target driven, professional and based in Limpopo, this role could be a strong career move.
About the role
As a Banking Advisor Wealth at FNB in Polokwane, you will work within a team of Private Bankers to proactively manage a portfolio of Private Wealth Clients. Your main focus will be on providing analysis, research, sales and service fulfilment while looking for opportunities to bring in new banking clients and grow the existing client base.
What the role involves:
- Working with Private Bankers to service and grow a portfolio of high value clients
- Providing analysis and research to support client engagement and sales
- Identifying opportunities to acquire new banking clients and grow active accounts
- Delivering high quality advice that exceeds customer expectations
- Managing and maintaining strong stakeholder relationships
- Providing efficient administration, reporting and lead pipeline management
- Complying with all statutory, legislative and governance requirements
- Contributing to cost containment and profit growth for the business
Important application note: Applications will not be accepted on the closing date or thereafter, so submit your application well before 30 January 2027. Appointments are made in line with FirstRand Group's Employment Equity plan and the Bank supports the recruitment of individuals with disabilities.
Requirements
- Relevant qualification in banking, finance, commerce or a related field
- Experience in banking, sales, or client portfolio management
- Strong understanding of financial services solutions and products
- Excellent communication and stakeholder management skills
- Ability to work towards financial targets and service level agreements
- Knowledge of statutory, legislative and governance requirements relevant to banking
- Strong administration, reporting and planning abilities
- Ability to identify opportunities for client acquisition and growth
- Must be based in or willing to work in Polokwane, Limpopo
- Commitment to continuous learning and self improvement
Responsibilities
- Assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers
- Provide analysis, research and sales and service fulfilment to clients
- Identify opportunities to bank new clients and grow existing client portfolios
- Achieve financial targets and uphold associated service levels
- Deliver high quality advice that exceeds customer expectations through proactive and innovative solutions
- Build positive relationships and create opportunities for client feedback
- Develop and manage key stakeholder relationships to achieve operational objectives
- Grow the customer base by managing existing clients and generating new leads
- Identify creditworthy and potentially profitable customers to expand the customer base
- Provide efficient administration through timeous planning, reporting and updating of information
- Comply with statutory, legislative, policy and governance requirements
- Compile reports that track progress and guide business decisions
- Ensure effective management of the leads pipeline
- Support sales through analysis of client portfolio and proactive client engagement
- Contribute to innovation by finding faster and more accurate ways of working
- Assist with profit growth through sales and acquisition of new clients
- Understand and market all financial services solutions within the relevant business offering
- Continuously assess own performance, seek feedback and request training where appropriate
- Develop, encourage and nurture collaborative relationships across the FRG
Job details
- Organisation
- FNB
- Location
- Polokwane, Limpopo
- Job type
- Full time
- Experience level
- Mid
- Category
- Banking & Insurance
- Posted
- 8 October 2026 (4 weeks ago)
- Closing date
- 30 January 2027
- Application Method
- Apply online
Success Guide
Hi there! This Banking Advisor Wealth role at FNB is a solid opportunity if you have some banking or sales experience and want to work with high value clients in Polokwane. When you apply, make sure your CV highlights any experience you have with client portfolios, financial products, or sales targets. Even if you have not worked directly with Private Wealth clients before, show that you understand relationship banking and can handle admin and reporting well.
For the interview, be ready to talk about how you build trust with clients and how you identify new business opportunities. FNB values people who are proactive and can work well in a team. Also note that applications close on 30 January 2027, so do not wait until the last minute. You will apply on the FNB Workday portal, so make sure your profile is complete and your documents are ready. Good luck, you have got this!
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