228 Banking jobs in Gauteng

Head : Retail Banking

Johannesburg, Gauteng Access Bank

Posted 2 days ago

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Job Description

Job Title: Head: Retail Banking

Location: Gauteng, Johannesburg

Deadline: August 17, 2025

Job Mission / Objective

Reporting to the Executive: Retail & Alliance Banking, the Head: Retail Banking is responsible for developing and managing the Retail Banking division of the bank. The role involves understanding the bank's overall strategy, shaping the retail banking strategy, and developing organizational structures and capabilities to meet targets.

The incumbent will design go-to-market plans, drive growth and performance, align operational support, and ensure integrated commercial success. Ultimately, responsible for achieving business objectives within Retail Banking to support the bank's overall goals.

Business Unit Establishment and CVP
  • Create and implement the retail banking business unit strategy, plan, and value propositions aligned with the overall strategy.
  • Focus on segments such as Embassies, Diaspora, Low and Middle Income Markets, Employee Banking, Staff Banking (Group), Wealth Banking, and Distribution Channels.
  • Develop digital strategies and community engagement initiatives.
  • Develop optimal sales product mix per segment.
Market Engagement

Engage with the market to align strategies with market needs and deliver effective retail banking niche offerings.

Operational Readiness
  • Develop processes, procedures, policies, and structures for operational go-live within timelines.
  • Ensure the effectiveness of the retail banking product range through quantitative and qualitative reviews.
  • Implement a robust retail risk management framework.
  • Create performance reporting capabilities covering financial, risk, customer, and people metrics.
People Management
  • Develop a 5-year retail banking structure plan.
  • Build relationships with stakeholders and partners.
  • Manage staff once appointed.
  • Define and foster a service-based sales culture with customer service measures.
  • Set measurable business growth objectives and metrics.
Business Planning / Decision Making
  • Formulate and implement the value proposition.
  • Design the organizational structure.
  • Prepare budgets, forecasts, and strategic plans.
Policies and Procedures
  • Oversee all policies and procedures within the division.
Additional People Management Responsibilities
  • Manage resources involved in retail banking.
  • Partner with peers, colleagues, and business partners.
  • Lead in line with the bank’s values and culture.
  • Foster talent growth through challenging work, training, and development opportunities.
Requirements Academic Knowledge
  • Minimum of a 3-year tertiary qualification, ideally in commerce. Postgraduate qualifications in business are advantageous.
Work Experience
  • At least 15 years of banking experience.
  • Minimum of 10 years in senior/executive management roles in retail banking, covering operations, projects, and customer-facing disciplines.
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Head: Retail Banking

Johannesburg, Gauteng Access Bank Plc

Posted 11 days ago

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Job Description

Job Mission / Objective

Reporting to the Executive: Retail & Alliance Banking, the Head: Retail Banking role is responsible for the

Job Mission / Objective

Reporting to the Executive: Retail & Alliance Banking, the Head: Retail Banking role is responsible for the

development and management of the Retail Banking division of the Bank. The role will require

understanding the role of retail banking in the overall Bank strategy, envisaging of the Bank's retail

banking strategy and offering, developing the organisational structures and capabilities to execute and

deliver the results targeted.

The incumbent will therefore design the go-to-market plans, driving growth and performance, aligning

operational support and ensuring integrated commercial success. Ultimately responsible for the

achievement of business objectives and targets within Retail Banking to ensure that the Bank achieves

its overall objectives.

Business unit establishment and CVP

  • Creation of the Retail Banking business unit strategy, implementation
  • plan and value propositions aligned to strategy
  • Employees of Embassies
  • Diaspora
  • Low income & middle income market
  • Employee banking CVP
  • Staff banking (Group) CVP
  • Wealth banking CVP
  • Distribution channel
  • Digital strategy
  • Communities
  • Develop optimal sales product mix per segment

Market engagement

  • Engaging the market to align strategy to market needs, delivering an
  • effective retail banking niche offering

Operational readiness

  • Developing the necessary processes, procedures, policies and structures to ensure operational go-live of the Retail Banking CVP within the approved timelines
  • Ensuring the retail banking product range effectiveness measured as a quantitative and qualitative review of the product offering of the bank including strategy, implementation milestones and effectiveness of the product range of the Bank
  • Develop and implement a strong retail risk management framework
  • Creation of an effective performance reporting capability (financial, risk, customer, people) that can be used to optimize overall retail delivery

People management

  • Develop the proposed retail banking structure 5-year view
  • Develop the necessary relationships with stakeholders and partners in the business
  • Staff management once appointed
  • Define and develop a service-based sales culture including customer service measures to monitor customer experience
  • Define measurable business growth objectives and measures

Business Planning/ Decision Making

  • Business unit value proposition formulation and implementation
  • Business unit organization design
  • Business unit budget and forecasts
  • Business unit plan and strategy formulation

Policies and Procedures

  • Responsibility for all policies and procedures within area of responsibility

People Management

  • Management of all business resources directly and indirectly involved in the Retail Banking division
  • Strong partnering skills to directly and / or indirectly manage outputs from peers, colleagues, and business partners
  • Enhancing the corporate and leadership culture of the Bank through leading in line with the Bank's values and culture
  • Taking direct responsibility for fostering the growth of Access Bank talent by developing the staff under direct and indirect control through challenging work assignments, appropriate training interventions and opportunity creation for personal growth

Requirements

Academic Knowledge:

  • Minimum of 3-year tertiary education, ideally a commerce related degree. Post graduate qualifications (business) would be advantageous

Work Experience:

  • Minimum of 15 years' banking experience
  • Minimum of 10 years' banking experience at a senior and executive management level in retail banking across a range of operational, project, customer-related and customer-facing disciplines

Skills / Specialized Know How:

  • Strong leadership skills are essential
  • Strong coordination skills
  • Knowledge of banking industry, payments, and the South African payments system
  • Strong relationship management and conflict management skills
  • Negotiation skills are essential
  • Strong financial and analytical skills

Competencies:

  • Ability to multi-task across multiple projects and relationships
  • Ability to coordinate cross-disciplinary teams and activities
  • Strong EQ and partnership management capabilities
  • Diplomacy
  • Negotiation skills
  • Performance management abilities
  • Strong service ethic
  • Business development skills
  • Strong communication skills are essential
  • Highly numerate and analytical

All appointments will be made in line with Access Bank's Employment Equity plan. The Bank supports the recruitment and advancement of individuals living 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

Candidates who apply and do not hear from HR within 30 days of the closing date may assume that their application was not successful, and we thank you for applying.

Benefits

  • Medical Aid
  • Provident Fund
  • Group Life Cover
  • Income Disability Cover
  • Funeral Cover
  • Training & Development

Seniority level
  • Seniority level Executive
Employment type
  • Employment type Full-time
Job function
  • Job function Other
  • Industries IT Services and IT Consulting

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Banking Team Leader

Johannesburg, Gauteng Energy at Work Projects

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Job Description

Are you a driven, results-oriented sales professional with a strong understanding of financial services?

We're looking for a motivated External Sales Team Lead to join our team and drive growth, innovation, and service excellence.

Key Responsibilities
  1. Taking ownership of performance targets across your allocated External Sales portfolio.
  2. Driving both volume and value growth while ensuring service delivery competitiveness.
  3. Identifying and coordinating collaborative sales opportunities with Relationship Banking and other business units, as enabled by the Regional Manager.
  4. Solving short-term issues and proposing immediate solutions in consultation with the Regional External Sales Manager.
  5. Representing the brand with professionalism and excellence across your geographic area.
Education and Experience Required
  • A business-related Bachelor's degree or an equivalent NQF level 6 qualification, recognized by the FSB for FAIS purposes (minimum requirement).
  • At least 3 years of relevant technical or managerial experience in a sales or business development environment.
Knowledge and Skills
  • Sales, sponsorship, and campaign management
  • Regulatory frameworks (legal, risk, and compliance at sales level)
  • Commercial and financial acumen
  • Customer and competitor insights
  • Financial services industry (especially banking)
  • Digital and technological savviness
Core Competencies
  • Strong decision-making and initiative
  • Continuous learning and research mindset
  • Entrepreneurial spirit with commercial thinking
  • Excellent relationship-building and networking ability
  • Adaptability to change and resilience under pressure
  • Persuasiveness and influential communication
  • Creativity and innovation in sales approaches
Work Environment and Special Requirements
  • Extensive travel across your designated geographic area is required.
  • The most complex decision you may take independently involves short-term solutions and problem-solving, in collaboration with the Regional External Sales Manager.
Why Join Us?
  • Be part of a high-performing, collaborative team.
  • Enjoy a competitive compensation package with performance incentives.
  • Access ongoing professional development and career advancement opportunities.
  • Make a real impact in shaping client relationships and business growth.
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Lead Analyst, Banking

Gauteng, Gauteng Quantium

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Job Description

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Quantium Johannesburg, Gauteng, South Africa

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Quantium Johannesburg, Gauteng, South Africa

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Job Type: Permanent - Full Time

Location: Johannesburg

Job Category: Banking,Consulting,Data Science

Job Description

Who is Quantium?

Quantium is a world leader in data science and artificial intelligence. Established in Australia in 2002, Quantium is a global team of more than 1,100 people across 14 locations with a unique blend of capabilities across product and consulting services to help businesses unlock value from data and analytics. Quantium partners with the world's largest corporations to forge a better, more intelligent world.

Our Banking practice partners with leading financial institutions to drive transformative outcomes through advanced analytics and AI solutions. In South Africa, we're at the forefront of innovation in the banking sector, delivering high-impact solutions that help our clients navigate complex challenges and capture new opportunities in the market.

We have an exciting opportunity for a Lead Analyst to join our team in Johannesburg. This role is critical for spearheading the development and implementation of cutting-edge AI and analytical strategies, helping clients navigate digital transformation and leverage artificial intelligence to drive business value.

How will you make an impact?

  • Drive Analytical Excellence: Lead analytical delivery for banking clients, ensuring consistent high-quality solutions that address complex data challenges and drive tangible business outcomes
  • Lead and Mentor: Manage and mentor a team of analysts, developing their technical capabilities and fostering professional growth through coaching and knowledge sharing
  • Strategic Stakeholder Management: Maintain strong relationships across all levels of banking client organisations, from SMEs to executives, ensuring alignment between technical solutions and business objectives
  • Technical Leadership: Leverage tools and platforms to deliver complex data processing, dashboard creation and advanced analytics for banking sector requirements

The Superpowers You'll Be Bringing To The Team

  • Leadership Experience: 7-10+ years of experience in advanced analytics / data science, with 1-2+ years in a leadership or mentoring capacity
  • Technical Proficiency: Strong SQL proficiency for complex data querying and manipulation across large datasets, with experience in cloud platforms
  • Domain Expertise: Ideally you have Financial Services experience and familiarity with banking data challenges and regulatory requirements
  • Stakeholder Management: Excellent stakeholder management skills across various organisational levels with strong presentation and communication abilities
  • Innovation Focus: Understanding of AI / GenAI applications in analytics and consulting contexts, staying current with emerging technologies
  • Business Acumen: Experience in business development activities, including opportunity identification and proposal development
  • Academic Foundation: Degree in a relevant field such as Mathematics, Statistics, Computer Science, Economics, or related discipline

Remember – you might not tick all the boxes, but don't let that stop you from applying. We're more interested in how you work, your ability to solve problems and think big.

What could your Quantium Experience look like?

Working at Quantium will allow you to challenge your imagination. You will get to solve complex problems using rigour, precision and by asking great questions – but it also means you can think big, outside the box and push your problem-solving skills to the max.

By Joining The Quantium Team, You'll Get To

  • Forge your path: So many of our team have moved around different teams or offices. You'll be in the driver's seat, and we empower you to make your career your own.
  • Find your kind: Embrace diversity and connect with your tribe (think foodies, dog lovers, readers, or runners).
  • Make an impact: Leave your mark. Your contributions resonate, regardless of your role or rank.

Benefits

On top of the Quantium Experience, you will enjoy a range of great benefits that go beyond the ordinary. Some of these include:

  • Flexible work arrangements: Achieve work life balance with our hybrid working model of three days onsite and two days from home
  • Continuous learning: Our vision is empowering analytics talent to thrive. The Analytics Community fosters the development of individuals, thought leadership and technical excellence at Quantium through building strong connections, fostering collaboration, and co-creation of best practice
  • Remote working: Embrace the opportunity to work outside of your assigned home location for up to 2 months every year

Quantium's recruitment process involves the collection and use of personal information. Please refer to Quantium's Collection Notice for information on how we collect, use & store your personal information, including potential disclosure to our majority shareholder, Woolworths Group Limited.

Seniority level
  • Seniority level Mid-Senior level
Employment type
  • Employment type Full-time
Job function
  • Job function Finance and Sales
  • Industries IT Services and IT Consulting

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Investment Banking Associate

Randburg, Gauteng Network Finance

Posted 4 days ago

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Job Description

A leading firm is seeking an Investment Banking Associate

Reference: NFR003330-Abi-1

You would be working on some of the most challenging mandates within the company' rapidly transforming landscape. M&A, Financial Modelling and advanced Excel skills would paint a picture that the hiring manager would love to see!

Duties & Responsibilities

Duties and Responsibilities:

  1. Execution of M&A Mandates and Transactions.
  2. Financial Modelling and Valuations.
  3. Investment Report writing and presentation to Investment Committees.
  4. Managing all stages of transactions.

Job Experience & Skills Required:

  1. Bachelor’s or Master’s Degree in a Business, Finance or Management.
  2. 5 or more years of Experience in Investment Banking/Corporate Finance/Private Equity.
  3. MBA from a top Business School or CFA is an advantage.
Package & Remuneration

800 000.00 - R 1300 000.00 - Annually

If you are interested in this opportunity, please apply directly.

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Banking Operations Analyst

Johannesburg, Gauteng Betway Africa

Posted 13 days ago

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Kick-start your career in the online gaming world and experience the very latest in technology and innovation.

The Banking Operations Analyst is responsible for the identifying, communicating and correcting / resolving of missing or erroneous deposits transactions as well as resolving customer deposit complaints timeously to improve and uphold a positive customer experience and protect and support revenue growth in the business. The Banking Operations Analyst is also responsible for the monitoring of processing throughout multiple regions and taking corrective actions should there be interruption to processing to ensure that we uphold a good customer experience across the Betway Platform.

Key Responsibilities:

  • Accurate Sourcing of statement data as per the operational requirement.
  • Timeous resolution of escalations/queries based on Company / Team SLA.
  • Accurate and timeous capturing of manual credits to ensure our customers have received the best possible experience within the expected SLA.
  • Investigate and highlight problematic processors / systems affecting transactional processing, escalate and drive resolution by assisting internal Devs and external third parties to get resolve processing issues.
  • Review training manuals, Product documents and SOP’s provided and enhance the manuals with new information that can assist the team to enhance their knowledge.
  • Build relationships with Finance, Call Centres and other internal and external teams to ensure optimal resolution of escalations and quick responses and implementation on development requests or information needed.
  • Communicate changes in process / notifications from processors or banks and any other relevant information regarding Monies in to other departments to ensure knowledge sharing and to enable other teams to be better prepared to manage the customer’s experience.
  • Investigate and Review competitor’s offerings through daily research and query/escalation monitoring and put forward researched suggestions of changes required to improve our offering and ultimately our customers experience with our brand.
  • Identify possible risk areas in process or systems with suggestions for changes required to management to mitigate these risk areas and protect our Brand form financial loss or abuse.
  • Consistently be improving skills and knowledge through Self-Development and Upskilling in all areas.
  • Perform manual reconciliations where necessary.
  • Identify data/statement issues and escalate to Appropriate 3rd party or internal departments to have issues resolved.
  • Being able to Trouble shoot issues directly with 3rd party Processors, and internal departments to identify cause and put forward researched solutions suggestions to fix any current issues that might occur and prevent issues from occurring in future.
  • Must be aware of current and upcoming sporting events and have insight on events that could contribute to volume spikes in the business.
  • Assist with integration testing and on boarding of new processing providers
  • Continuously review and evaluate the customer journey and actively take part in improving the customer’s experience.
  • Identify and put forward areas for improvement in efficiency around process or policies through automation, bulk functions or enhancements to manual processes.
  • Monitor Monies In reports and statistics daily to highlight spikes and alerts to management and 3rd parties to ensure minimal customer negative impact and quick resolutions.
  • Work closely with the Call Centre to monitor volumes whilst investigating possible impacted areas and assist Call centre management to identify root causes of volume drivers and escalate to relevant responsible teams to take quick action.
  • Include detailed analysis of shifts in handovers outlining the volume drivers and important information or actions taken during shift to ensure management and the team is always up to date and able to take follow up actions post shifts.
  • Effectively communicate findings concerning processing issues to relevant stakeholders with informative and detailed supporting analysis of the issues being experienced so stakeholders can make informed decisions and take relevant actions.

Skills & Experience Required:

  • Intermediate / Advanced Excel Skills.
  • A good functional understanding of transactional processing via Mobile money, Cards, E-cash/E-Wallet, Internet Banking and voucher purchases.
  • Have a technical understanding of data sources, analysing of data and reporting
  • Strong ability to identify tends in processing through detailed analysis.
  • Strong Reconciliation / auditing of statements experience is essential.
  • Having a BCom or working towards a BCom is preferable.
  • Innovative and solution driven.
  • Deadline driven and good time management.
  • Adapt well to change.
  • Strong sense of accountability and responsibility.
  • Self-Development Driven.
  • Ability to work under pressure.
  • Ability to work alone and within a team.
  • Strong attention to detail.
  • Strong team player.
  • Strong written and oral communication.
  • Successful candidate must have own reliable transport.
  • Successful candidate must be willing to work in a shift-based role with some shifts falling on weekends and public holidays as required by the business.
  • Knowledge/exposure to financial product development/implementation would be an advantage.
  • Please note we will apply relevance to our Talent Management and Talent Development Programme as part of our recruitment process.
  • Shortlisted candidates may need to complete an assessment.

This position requires trust and honesty it has access to customers financial details - therefore a credit and criminal record check will be conducted. The qualifications identified herein are an inherent job requirement; therefore, a qualification verification check will be done. By applying for this role, and supplying the necessary details, you hereby grant us permission to apply for these checks. This will be done in a confidential manner, and solely for the purposes of verification.

Should you not hear from us within 2 weeks, please deem your application as unsuccessful.

The perfect place to work, play and grow!

Seniority level
  • Seniority level Entry level
Employment type
  • Employment type Full-time
Job function
  • Job function Management and Manufacturing
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Banking Operations Analyst

Johannesburg, Gauteng Betway Group

Posted 16 days ago

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Job Description

Banking Operations Analyst

Apply: On site locations: Johannesburg | Time type: Full time | Posted on: Posted 30+ Days Ago | Job requisition id: JR9781

Kick-start your career in the online gaming world and experience the very latest in technology and innovation.

The Banking Operations Analyst is responsible for identifying, communicating, and resolving missing or erroneous deposit transactions, as well as addressing customer deposit complaints promptly to enhance customer experience and support revenue growth. The role also involves monitoring processing activities across multiple regions and taking corrective actions to ensure smooth operations and a positive customer experience on the Betway Platform.

Key Responsibilities:

  • Accurate sourcing of statement data according to operational requirements.
  • Timely resolution of escalations and queries based on SLA.
  • Accurate manual credit entries to ensure optimal customer experience within SLA.
  • Investigate system/process issues, escalate, and collaborate with internal and external teams to resolve processing problems.
  • Review and update training manuals, SOPs, and product documents to enhance team knowledge.
  • Build relationships with finance, call centers, and other teams for effective resolution and communication.
  • Communicate process changes and relevant information to other departments for knowledge sharing.
  • Research competitor offerings and suggest improvements to enhance customer experience.
  • Identify potential risks in processes or systems and recommend mitigations.
  • Engage in continuous self-development and upskilling.
  • Perform manual reconciliations as needed.
  • Identify and escalate data or statement issues.
  • Troubleshoot issues with third-party processors and internal departments, proposing solutions to prevent recurrence.
  • Stay informed about sporting events that could impact transaction volumes.
  • Assist with testing and onboarding of new processing providers.
  • Review and improve the customer journey and operational efficiency.
  • Monitor reports for volume spikes and alert management and third parties.
  • Collaborate with call centers to analyze volume drivers and root causes.
  • Provide detailed shift analysis to ensure continuity and informed decision-making.
  • Communicate processing issues effectively with supporting analysis for stakeholders.

Skills & Experience Required:

  • Intermediate or advanced Excel skills.
  • Understanding of transactional processing via mobile money, cards, e-wallets, internet banking, and vouchers.
  • Technical knowledge of data sources, analysis, and reporting.
  • Ability to identify trends through detailed analysis.
  • Experience in reconciliation and statement auditing.
  • Preferably a BCom degree or working towards one.
  • Innovative, solution-oriented, deadline-driven, and good at time management.
  • Adaptable to change, responsible, and accountable.
  • Self-motivated and eager to learn.
  • Ability to work independently and in teams.
  • Strong attention to detail and communication skills.
  • Own reliable transport and willingness to work shifts, including weekends and public holidays.
  • Knowledge of financial product development/implementation is an advantage.

*Relevance to our Talent Management and Talent Development Programme will be considered in recruitment.

*Candidates may need to complete assessments.

This role requires trust and honesty, with access to sensitive financial data. A credit and criminal record check, as well as qualification verification, will be conducted. By applying, you consent to these checks, which are confidential and for verification purposes.

If you do not hear from us within 2 weeks, please consider your application unsuccessful.

The perfect place to work, play, and grow!

About Us

Founded in 1999, Betway has grown into a community of over 1,000 talented individuals across Africa. We are rooted in markets like Ghana and South Africa, expanding across East, West, and Southern Africa, embracing sports betting fans and offering diverse career opportunities in banking, finance, marketing, development, and customer care.

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Financial Accountant - Banking

Midrand, Gauteng Lovisa Pty Ltd

Posted 16 days ago

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Job Description

Lovisa is fast-fashion Retail

Lovisa is global, and its growth is infectiously energetic

See us atcareers.lovisa.com

The role

We are seeking a detail-oriented and technically proficient Financial Accountant to act as the Second-In-Command (2IC) within our EMEA Banking Finance Team. This role is integral in supporting the Senior Financial Accountant with technical reviews, reconciliations, issue resolution, and reporting. You will work closely with both internal Finance stakeholders and cross-functional teams such as Loss Prevention and Retail Operations. This role will evolve with the company’s pace of change; opportunities will be plentiful for the right candidate.

KEY RESPONSIBILITIES:

Month-End and Technical Accounting

  • Review journal entries and supporting documentation prepared by team members.
  • Supporting the month-end close process, ensuring accuracy and timeliness of banking-related entries.
  • Provide guidance on technical accounting issues and ensure compliance with internal policies and accounting standards.

Reconciliations and Reporting

  • Review and support completion of:
    • Bank reconciliations
    • Balance sheet reconciliations
    • Weekly missed banking reports
    • Cash variance reporting
    • Ensuring timely and accurate reporting to Loss Prevention and Retail Operations teams.

Team Support and Issue Resolution

  • Act as the go-to support for technical queries and roadblocks in the team
  • Collaborate with the Senior Financial Accountant to improve processes and remove operational bottlenecks.
  • Mentor and guide junior team members, promoting a culture of accuracy, ownership, and accountability.

Meeting and Stakeholder Engagement

  • Participate in weekly Loss Prevention and Banking team meetings
  • Present on cash variances and missed banking trends and contribute to action planning and feedback discussions with Retail Operations.
  • Provide analytical insight into recurring issues and work towards sustainable resolutions.

To be successful in this role you will have:

  • Bachelor’s degree with Accounting or Finance major
  • CA/CPA qualified (or in final stages)
  • Minimum 3 years of experience in financial accounting roles, preferably within the banking or retail sector.
  • Strong understanding of bank reconciliations and journal entries.
  • Excellent Excel and data analysis skills.
  • Clear, concise communicator with ability to engage across departments.
  • Excellent oral and written communication
  • Demonstrate experience in process improvement or team mentoring.

Skills & Attributes:

  • Proven ability to plan, organise and deliver results on time in a fast-paced environment
  • Demonstrate team leadership experience
  • Flexible and adaptable
  • Inclusive and supportive
  • A capacity and desire to support peers in the wider team
  • Friendly and approachable

We believe in supporting diverse cultures and harnessing the unique knowledge and experience of our team. We celebrate our global presence, by supporting our culturally diverse team around the world.

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Banking Advisor Affluent

Johannesburg, Gauteng FirstRand Bank Limited

Posted 16 days ago

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Job Description

Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.

Now’s the time to imagine your potential in a team where experts come together and ignite effective change.

Role Purpose

To assist in proactively managing a portfolio of FNB Private Clients with a team of Private Advisors through provision of analysis, research and 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.

  • Act responsibly with work related resources in order to contribute to cost containment.
  • Achieve expected financial targets and uphold associated service levels.
  • Deliver exceptional and high quality advice that exceeds customers’ expectations through proactive, innovative and appropriate solutions.
  • Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.
  • Provide sound services and recommendations based on customer and client needs, current information and trends.
  • Develop and manage key stakeholder relationships that enable achievement of operational objectives.
  • Ensure growth and increase in customer base by managing existing clients, generating new leads and growing active customer account base.
  • Identify opportunities to expand our customer base with creditworthy and potentially profitable customers.
  • Provide an efficient administration service through careful and timeous planning, reporting and updating of all relevant information.
  • Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialisation.
  • Compile reports that track progress and guide business to make informed decisions
  • Ensure effective management of the leads pipeline.
  • Support sales through analysis of client portfolio and pro-active client engagement.
  • Contribute to innovation by finding faster and more accurate ways of working.
  • Assist with profit growth for the business through sales and acquisition of new clients.
  • Understand and market all financial services solutions within the relevant business offering.
  • Continuously assess own performance, seek timely and clear feedback and request training where appropriate.
  • Develop, encourage and nurture collaborative relationships within FNB and / or across the FRG.

Qualifications and Experience

  • Relevant Degree in Finance or Economics or Accounting.
  • Preferred Qualification : FAIS accreditation required (RE).
  • 2 - 3 years’ experience within a Sales / Service area of a financial environment.

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

29 / 07 / 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.

Create a job alert for this search

Banking Advisor • Wesbank Building, 1 Enterprise Road, Fairland, Johannesburg, 2170

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Manager, Prestige Banking

Pretoria, Gauteng Standard Bank of South Africa Limited

Posted 18 days ago

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Job Description

Business Segment: Personal & Private Banking

To Coach and manage bankers to deepen bank-client relationships and entrenchment of existing clients by achieving client experience, product, and balance sheet targets. Responsible for the aggregated banker performance KPIs, including financial targets and achieving the desired sales. Responsible for driving execution against campaigns and engagement strategy. Manage Relationship and Portfolio Management to ensure segment growth and retention.

Qualifications

Type of Qualification: First Degree
Field of Study: Business Commerce
Licenses & Certifications: FAIS Representative

Experience Required
Client Coverage
Personal and Private Banking

  • 5-7 years proven successful sales track record in the financial services industry.
  • Advanced product knowledge including specialised products and financial structures.
  • Advanced experience and knowledge in credit and compliance matters.
  • Negotiating skills and conflict handling.
  • Experience in the application of coaching techniques would be beneficial, as part of having led a team and working with private banking clients.
Additional Information
  • Adopting Practical Approaches
  • Articulating Information
  • Challenging Ideas
  • Developing Strategies
  • Exploring Possibilities
  • Inviting Feedback
  • Providing Insights
  • Resolving Conflict
  • Client Knowledge
  • Client Retention

Please note: All our recruitment processes comply with the applicable local laws and regulations. We will never ask for money or any from of payment as part of our recruitment process. If you experience this, please contact our Fraud line on +27 800222050 or

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