646 Banking jobs in South Africa
Banking Specialist
Posted today
Job Viewed
Job Description
Job Description
The Banking Specialist in Private Banking is a dedicated expert in financial products and services, focused on delivering customized solutions to ultra- and high-net-worth clients. The role involves direct client engagement to understand and meet their unique financial goals. Success depends on managing multiple complex processes and building trusted, long-term relationships through meaningful client connections.
Specialized Expertise- Providing in-depth knowledge in specific banking products (lending, deposits, cash management)
- Developing customized banking solutions for complex and simple client needs
- Staying current on regulatory changes affecting banking, lending, insurance and investment products
- Ensuring a deep and thorough understanding of the FirstRand Group overall capability to ensure clients are optimally serviced, solutions and introduces across the various FNB Business, RMB, Ashburton franchises
- Serving as the technical expert for sophisticated banking arrangements
- Structuring sophisticated credit facilities (unsecured loans, lines of credit)
- Arranging specialized mortgages for luxury properties or complex ownership structures
- Creating custom deposit solutions with preferential rates
- Implementing cash management strategies for non-trading entities
- Facilitating foreign currency transactions and international banking needs
- Working alongside other specialists during client meetings
- Explaining technical aspects of banking solutions to clients
- Helping resolve complex banking issues or service concerns
- Providing quick response to time-sensitive client banking requests
- FSCA recognized Degree - NQF Level 7
- RE5
- 10 Years overall experience in the Financial Services Industry, of which 5 years of experience as a Private Banker or Private Advisor dealing with Wealthy HNW clients
- Deep understanding of banking products, services, and regulations
- Knowledge of credit analysis and underwriting standards
- Familiarity with cash flow optimization strategies
- Understanding of international banking considerations
- Understanding SDA, FDA, FIA and Specialist application to SARB/SARS for clearance applications
- Understanding the Wealth Management philosophy
- Ability to analyze complex financial situations
- Skill in structuring creative banking solutions
- Understanding risk management principles
- Critical thinking to solve unusual client challenges
- Working seamlessly with relationship team
- Coordinating with operations teams for execution
- Communicating effectively with compliance departments
- Building rapport quickly with sophisticated clients
- Ability to network with external collaboration partners, clients to grow the Bank client base
In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check.
Closing Date22/10/25
The Bank supports the recruitment and advancement of individuals with disabilities. Candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless required by law to disclose it to other parties.
#J-18808-LjbffrBanking Advisor
Posted today
Job Viewed
Job Description
#J-18808-Ljbffr
Banking Advisor
Posted today
Job Viewed
Job Description
#J-18808-Ljbffr
Banking Advisor
Posted today
Job Viewed
Job Description
Description
To assist in proactively managing a portfolio of affluent clients with a team of Private Bankers through provision of analysis, research, sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management.
BANKING ADVISOR - PORTSIDEWelcome to FNB, the home of the changeables. We design shapeshifters and deliver products and services that make us incredibly proud of people that make it happen. As part of our Private Banking & Advisory Team, you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious.
Now’s the time to imagine your potential in a team where experts come together and ignite effective change.
Are you someone who can :- Proactively manage a portfolio of affluent clients with a team of Private Bankers through provision of analysis, research, sales and service fulfillment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management.
- Build sound relationships based on trust and openness.
- Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.
- Understand and market all financial services solutions within the relevant business offering.
- Assist with profit growth for the business through ensure effective management of the leads pipeline.
- Consistently produce high-quality outputs within agreed deadlines.
- Minimum Qualification - RE5 Certificate with a Degree NQF7 (FSCA Approved) level in Finance or Accounting
- Experience - 2 to 3 years’ experience within a Sales / Service area of a financial environment, Banking would be preferred.
- A person must not be unrehabilitated insolvent.
- Opportunities to network and collaborate.
- Challenging Working Opportunities to innovate.
- Curious & courageous - you are driven by always wanting to know more and learn more and you are brave enough to Obsessed with mastery - you know what it takes to become good at what you do and are constantly pushing yourself to do it.
- Ensure growth and increase in customer base by ensuring the management of existing clients, generates new leads and grows active customer account base.
- Comply with relevant statutory, legislative, policy and governance requirements and set processes and procedures related to specialization.
Are you interested to take the step? We look forward to engaging with you further. Apply now!
Additional RequirementsIn accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check.
#LI-NK3
#POST
#FNB
Job DetailsTake note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.
19 / 10 / 25All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.
#J-18808-LjbffrBanking Advisor
Posted today
Job Viewed
Job Description
#J-18808-Ljbffr
Banking Specialist
Posted today
Job Viewed
Job Description
#J-18808-Ljbffr
Banking Advisor
Posted today
Job Viewed
Job Description
#J-18808-Ljbffr
Be The First To Know
About the latest Banking Jobs in South Africa !
Banking Advisor
Posted today
Job Viewed
Job Description
#J-18808-Ljbffr
Banking Advisor
Posted 1 day ago
Job Viewed
Job Description
#J-18808-Ljbffr
Banking Advisor
Posted 1 day ago
Job Viewed
Job Description
#J-18808-Ljbffr