Overview
Banking Advisor – Academy Jobs in Cape Town, South Africa at FNB South Africa
Job Location : Western Cape, Cape Town
Job Description
The Banking Advisor Academy role involves proactively managing a portfolio of affluent clients alongside a team of Private Bankers, focusing on analysis, research, sales, and service fulfillment to identify opportunities for acquiring new clients and expanding existing client portfolios. There is an incubation training period of 3-6 months.
Key responsibilities include building trust-based relationships, fostering a culture of service excellence, marketing financial solutions, managing the leads pipeline to drive profit growth, and delivering high-quality outputs within set deadlines.
Welcome to FNB, the home of the changeables. We design shapeshifters and deliver products and services that make us proud of our people. As part of our Private Banking & Advisory Team, you will be surrounded by talented and diverse minds in an adaptable environment that values curiosity.
This is an opportunity to imagine your potential in a team where experts come together to create meaningful change.
You will be an ideal candidate if you :
Hold a minimum qualification of RE5 Certificate with a Degree NQF7 (FSCA Approved) in Finance or Accounting.
Have 2 to 3 years of experience in Sales or Service within a financial environment; banking experience is preferred.
Are not unrehabilitated insolvent.
You will have access to :
Opportunities to network and collaborate.
Challenging opportunities to innovate.
We can be a match if you are :
Curious and courageous — driven by a desire to learn and brave enough to take on challenges.
Obsessed with mastery — committed to becoming skilled at what you do and continuously improving.
Focused on ensuring growth by managing existing clients, generating new leads, and expanding the active customer base.
Committed to complying with relevant statutory, legislative, policy, and governance requirements, as well as related processes and procedures.
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Title: Banking Advisor – Academy
Company: FNB South Africa
Location: Cape Town, South Africa
Category: Finance & Banking (Banking & Finance)
