1,124 Banking Advisor jobs in South Africa

Welcome 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 ensuring effective management of the leads pipeline.
• Consistently produce high-quality outputs within agreed deadlines.

You Will Be An Ideal Candidate If You;

• 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.

You Will Have Access To;

• Opportunities to network and collaborate.
• Challenging Working Opportunities to innovate.

We Can Be a Match If You Are;

• 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 Requirements

In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check.

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. 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.

Hello, Future Banking Advisor (RMB)

Welcome to the world of change. We design innovative solutions and deliver products and services that make us proud of our team. As part of our Private Banking & Advisory Team, you will work with talented, diverse, and adaptable professionals committed to curiosity and growth.

Now is the time to explore your potential in a team where expertise drives meaningful change.

Are you someone who can:

• Achieve financial targets and maintain high service standards.
• Provide exceptional advice that exceeds customer expectations through proactive and innovative solutions.
• Offer sound services and recommendations based on customer needs, current information, and market trends.
• Identify opportunities to expand our customer base with creditworthy and profitable clients.
• Ensure efficient administration through careful planning, reporting, and updating relevant information.

You will be an ideal candidate if you:

• Hold an RE5 Certificate and a Degree (NQF Level 7) in Finance, Economics, or Accounting.
• Have 2 to 3 years of experience in sales or service within a financial environment.
• Are not unrehabilitated insolvent.

You will have access to:

• Opportunities to network and collaborate.
• An entrepreneurial environment.
• Challenging opportunities to innovate.

We can be a match if you are:

• Curious and courageous—driven to learn and brave enough to take on challenges.
• Obsessed with mastery—constantly improving and pushing yourself to excel.
• Focused on growth—managing existing clients, generating new leads, and expanding the customer base.
• Committed to compliance—adhering to statutory, legislative, policy, and governance requirements.

Are you ready to take the next step? We look forward to engaging with you. Apply now!

LI-NK3

Job Details

Please note applications will not be accepted after the closing date below. Submit your application before:

10/11/24

All appointments will align with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. Candidates may voluntarily disclose disability information, which will be kept confidential unless required by law.

Job Description

Job requirements:

RE5

NQF level 7 - Fsca approved qualification

At least 2 years sales and services experience

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.

• 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.
• Develop, encourage and nurture collaborative relationships across the FRG.
• Continuously assess own performance, seek timely and clear feedback and request training where appropriate.
• Contribute to innovation by finding faster and more accurate ways of working.
• Provide an efficient administration service through careful and timeous planning, reporting and updating of all relevant information.
• Develop and manage key stakeholder relationships that enable achievement of operational objectives.
• Deliver exceptional and high-quality service that exceeds customers' expectations through proactive, innovative and appropriate solutions.
• Act responsibly with work related resources in order to contribute to cost containment.
• 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 as well as set processes and procedures related to area of specialisation.
• Provide sound services and recommendations based on customer and client needs, current information and trends.
• Achieve expected financial targets and uphold associated service levels.

Job Details

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

24/09/25

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. 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.

Welcome to FNB, the home of the chargeables.

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.

You Will Be An Ideal Candidate If You have;

• Minimum Qualification - RE5 Certificate with a Degree NQF7 level in Finance or Accounting
• Experience - 3 to 5 years' experience within a Sales/Service area of a financial environment.
• A person must not be unrehabilitated insolvent.

You Will Have Access To;

• Opportunities to network and collaborate.
• Challenging Working Opportunities to innovate.

We Can Be a Match If You Are;

• 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.

Additional Requirements

In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check.

All appointments will be made in line with the Bank'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 third parties.

Job Details

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

30/09/25

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. 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.