Banking Advisor: Wealth Sales (Cape Town)
FNB · Cape Town, Western Cape
Overview
FNB is looking for a Banking Advisor to join its Private Banking and Advisory team in Cape Town. You will support a team of Private Bankers in managing a portfolio of private wealth clients through research, analysis, sales, and client service. This role is ideal for someone with 2 to 3 years in banking or financial sales who wants to grow client relationships and open up new business opportunities at one of South Africa's leading banks.
About the role
As a Banking Advisor in FNB's Private Banking and Advisory team, you will work alongside Private Bankers to help manage a portfolio of high value clients. Your day will involve a mix of analysis, client engagement, and sales support, all aimed at growing the bank's customer base and deepening existing relationships.
What you can expect to do:
- Provide sound recommendations to clients based on their needs, current information, and market trends.
- Help manage the leads pipeline and support the team with proactive client engagement.
- Compile reports that track progress and guide business decisions.
- Work towards sales and financial targets while delivering excellent service levels.
- Identify opportunities to bring in creditworthy new clients and expand existing accounts.
- Build strong relationships with internal and external stakeholders to support the team's goals.
- Make sure all work follows the bank's policies, legislation, and governance rules.
Important application notes: Applications must be submitted before the closing date. This role requires a credit record check in line with the National Credit Act. Candidates can voluntarily disclose disability information, which will be kept confidential. The bank supports the recruitment and advancement of individuals with disabilities, and all appointments follow the FirstRand Group Employment Equity plan.
Requirements
- Relevant NQF7 level degree in Finance, Economics, or Accounting.
- Completed RE5 qualification.
- 2 to 3 years of experience in a sales or service role within a banking or financial environment.
- A clear credit record, as a credit check is required under the National Credit Act.
- Ability to work with financial targets and deliver high quality service to clients.
- Strong relationship building and stakeholder management skills.
- Understanding of financial services solutions and the ability to market them appropriately.
Responsibilities
- Assist in managing a portfolio of Private Wealth Clients together with a team of Private Bankers.
- Provide analysis, research, and sales and service support to identify new banking opportunities.
- Compile progress reports and update relevant information accurately and on time.
- Support sales through portfolio analysis and proactive engagement with clients.
- Help grow profit by acquiring new clients and expanding the active customer base.
- Deliver quality financial advice and solutions that exceed customer expectations.
- Manage key stakeholder relationships to meet operational objectives.
- Comply with statutory, legislative, policy, and governance requirements.
- Find faster and more accurate ways of working and contribute to innovation.
Job details
- Organisation
- FNB
- Location
- Cape Town, 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 is a great step for someone who already has a couple of years of banking or financial sales experience and wants to move into the private wealth space. When you apply, make it clear how your past sales and service work helped you grow client relationships or meet targets. The team will likely want to see that you understand financial products and can work carefully with client information. Highlight your RE5 qualification and your degree early on, and be ready to talk through a time you turned research or analysis into a successful client solution. Also remember this role needs a clear credit record, so keep that in mind before you apply. Take your time with the online application and make sure your CV reflects the specific duties in this listing.
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