Banking Advisor Affluent

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.

• Proactively manage a portfolio of affluent clients with a team of Private Bankers.
• Build sound relationships based on trust and openness.
• Contribute to a culture of service excellence.
• Understand and market all financial services solutions within the relevant business offering.
• Assist with profit growth for the business through effective management of the leads pipeline.
• Consistently produce high-quality outputs within agreed deadlines.

• 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.