Banking Advisor – Academy | FNB Jobs in Cape Town, Western Cape
Company: First National Bank (FNB)
Location: Cape Town, Western Cape, South Africa
Job Type: Full-Time
Date Posted: 7 May 2025
Application Closing Date: 30 May 2025
Requisition ID: R30299
About FNB
FNB is one of South Africa’s most innovative and forward-thinking banks, committed to driving change and delivering exceptional value to customers. As part of the FirstRand Group, FNB creates a space for professionals who are eager to grow, adapt, and thrive. The bank is proud to be home to individuals who are curious, bold, and focused on delivering excellence in everything they do.
Role Overview
The Banking Advisor – Academy role is a developmental opportunity within FNB’s Private Banking & Advisory Division. This is an ideal launchpad for high-potential financial professionals who want to build a long-term career in private and affluent banking. The position includes a structured 3 to 6-month incubation training program, designed to equip you with the necessary technical and soft skills required for success in the financial advisory space.
The successful candidate will work closely with Private Bankers to support client acquisition, service delivery, and business development initiatives. Your key responsibilities will include market research, financial analysis, managing a portfolio of affluent clients, and ensuring a consistent standard of service excellence.
Key Responsibilities
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Assist in managing a high-value client portfolio in collaboration with Private Bankers
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Identify and pursue opportunities to acquire new clients and grow existing relationships
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Conduct market analysis and research to support financial solutions
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Promote FNB’s range of banking and financial services to existing and prospective clients
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Build and nurture trust-based relationships with clients and internal stakeholders
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Contribute to pipeline development through effective lead generation and tracking
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Deliver high-quality outputs that align with service-level expectations and deadlines
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Foster a culture of proactive service and innovation
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Maintain compliance with applicable laws, regulations, and governance protocols
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Continuously upskill through participation in structured training and mentorship initiatives
Qualifications and Experience
Minimum Requirements:
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A Bachelor’s Degree (NQF Level 7) in Finance, Accounting, or related FSCA-approved fields
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RE5 Certificate (Regulatory Examination for Representatives)
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2 to 3 years of experience in a financial services environment, with a focus on Sales or Client Service
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Preference will be given to candidates with previous Banking experience
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Candidates must not be unrehabilitated insolvents
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A clean credit record check is mandatory in line with the National Credit Act (NCA)
What FNB Offers
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Access to a leading incubation program with dedicated mentorship
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A vibrant and agile team culture built on innovation and curiosity
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Networking opportunities across the FirstRand ecosystem
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Exposure to FNB’s Private Banking and Wealth Advisory practices
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The chance to shape a long-term career in financial advisory and client relationship management
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Competitive salary package with the potential for growth based on performance
Ideal Candidate Profile
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A passionate learner, always seeking to master new skills
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Strong analytical thinker with excellent communication abilities
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Results-driven, detail-oriented, and capable of managing deadlines
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A self-starter who is adaptable and eager to embrace new ideas
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Committed to delivering service excellence and growing client relationships
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Comfortable working in a team environment and engaging with diverse stakeholders
Employment Equity Commitment
FNB is an Equal Opportunity Employer and supports the recruitment and advancement of people with disabilities. The FirstRand Group’s Employment Equity Plan will be considered throughout the hiring process. Candidates are welcome to disclose disability-related information voluntarily, which will be kept confidential unless disclosure is legally required.
How to Apply
If you are ready to take the next step in your banking career, submit your application via the FNB Careers Portal before the closing date on 30 May 2025. Applications submitted after the deadline will not be considered. Selected candidates will be contacted for assessments and interviews.
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