Banking Wealth Advisor for Private Clients at FNB in Polokwane

As a Banking Wealth Advisor at FNB, you will play a key role in managing and growing a portfolio of Private Wealth Clients. You will work closely with a team of Private Bankers to deliver high quality advice and service that exceeds client expectations. Your day to day will involve analysing client portfolios, conducting research, identifying new banking opportunities, and managing stakeholder relationships.

You will be responsible for achieving financial targets, maintaining service levels, and ensuring compliance with relevant policies and procedures. You will also support sales through proactive client engagement, manage a leads pipeline, and contribute to the growth of the customer base by acquiring new clients and expanding existing relationships.

Important application note: The closing date for applications is 30 January 2027. Take note that applications will not be accepted on the closing date and onwards, so kindly submit your application ahead of the closing date. Apply on FNB's official site and you will be redirected to the bank's own application system. All appointments will be made in line with FirstRand Group's Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities, and candidates can disclose their disability information on a voluntary basis. This information will be kept confidential unless required by law to be disclosed.

• Experience in banking, sales, or financial services, particularly in a client facing role
• Strong understanding of private wealth banking products and services
• Ability to analyse client portfolios and identify opportunities for growth
• Excellent communication and relationship management skills
• Ability to work towards financial targets and service level agreements
• Knowledge of relevant statutory, legislative, policy, and governance requirements
• Ability to compile reports and track progress against business objectives
• Strong administrative and time management skills
• Ability to work collaboratively within a team and with stakeholders
• Commitment to continuous learning and performance improvement

• Assist in proactively managing a portfolio of Private Wealth Clients alongside a team of Private Bankers
• Provide analysis, research, and sales and service fulfilment to identify opportunities for banking new clients
• Achieve expected financial targets and uphold associated service levels
• Deliver exceptional and high quality advice that exceeds customer expectations
• Contribute to a culture of service excellence and build positive client relationships
• Provide sound services and recommendations based on client needs, current information, and trends
• Develop and manage key stakeholder relationships to achieve operational objectives
• Grow the customer base by managing existing clients, generating new leads, and growing active accounts
• Identify opportunities to expand the customer base with creditworthy and profitable customers
• Provide an efficient administration service through careful planning, reporting, and updating of information
• Comply with relevant 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 portfolios 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 and seek feedback and training where appropriate
• Develop, encourage, and nurture collaborative relationships across the FRG