Job Description

To assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers 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.

• Welcome to FNB, the home of th e #changeables. We design for th e shapeshifters and d eliv er p roducts and services that make us incredibly proud of people that make it happen.

  Now’s th e time to imagine your pot ential in a t eam where experts come together and ignit e effective change

  Are you someone who can:

  • Pro-actively manage a po rtfolio of affluent clients with a team of Privat e Bankers through provision of analysis, research, sales and service fulfilment with th e int ent of identifying additio nal oppo rtuniti es fo r banking new client s and growing a po rtfoli o of existing clients th rough eff ective stakeholder management.
  • Build and manage stakeholder relationships to enable operational success.
  • Maintain strong internal partnerships that support Private Bankers and enhance client satisfaction.
  • Contribute to a culture of service excellence, which builds posit ive r elationships and provides
  • oppo rtunity fo r feedback and exceptional service.
  • Understand and market all financial services solutions within the rel evant business o ffering.
  • Assist wit h profit growt h fo r th e business through ensure effective management of t he leads pipeline
  • Consistently produce high- quality outputs within agreed deadlines.

  You will be an ideal candidate if you have:

  • Relevant Bachelor’s Degree – NQF 7, FSCA‑approved.
    Examples: Finance, Economics, Investment Management, Financial Planning, Business Management
  • RE5 Regulatory Compliance Certificates with relevant COB (Class of Business) Meet all r equirements on SUB-CATS.
  • Experience - 3 to 5 years’ experience within a Sales/Service area in a financial service environment

  You will have access to:

  • Opportunities to network and collaborate
  • Earn basic guaranteed rewards with uncapped earning potential
  • Opportunities to innovate
  • Directly impact client satisfaction and business success through your contribution

  We can be a match if you are:

  • Able to build sound relatio nships based on trust and openness.
  • Ensure growth and increase in customer base by ensuring th e management of existing cli ents,
  • generates new leads and grows active customer account b ase
  • Comply with rel evant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialization.

  If you meet the minimum requirements and are passionate about building exceptional client experiences, submit your application.

  Are you interested to take the step? We l ook forward to engaging with you further Apply now!

  #LI-NK3

  #POST

  #FNB

  If your track record in wealt h management precedes you and you meet th e above requirements, we would like to hav e a conversatio n wit h you

  In accordanc e wit h National Credi t Act (NCA) candid ates applyin g for this role will require a credi t recor d check You must not be an unrehabilitate d insolve nt.

  All suitably qualified candid ate s will be consid ered Appointment s will be made in lin e with the Bank's Employm ent Equity Strategy. FirstRan d actively supports th e recruitmen t an d advancemen t of in dividuals with disabilitie s. We recommend that candidates be encourage d t o declare their disability and consult th e Bank shoul d they require reasonable accommodation.

Important Closing Date Note

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

31/08/26

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.