Banking Advisor

First National Bank (FNB)

Job Vacancy: Banking Advisor – Academy

Location: Cape Town, Western Cape, South Africa
Company: First National Bank (FNB)
Job Type: Full-Time
Date Posted: 7 May 2025
Application Closing Date: 30 May 2025
Requisition ID: R30299


About FNB

First National Bank (FNB) is one of South Africa’s most innovative and forward-thinking banks, driven by a commitment to deliver exceptional value to its customers. As part of the FirstRand Group, FNB encourages professional growth, adaptability, and the pursuit of excellence. It is a place for individuals who are curious, bold, and dedicated to making a difference.


Role Overview

The Banking Advisor – Academy position is an entry-level developmental role within FNB’s Private Banking & Advisory Division. It serves as a foundation for talented financial professionals looking to build a long-term career in private and affluent banking. The role includes a structured 3 to 6-month training program designed to develop both technical and soft skills necessary for success in financial advisory.

The successful candidate will support Private Bankers in client acquisition, service delivery, and business development activities. Responsibilities include market research, financial analysis, managing client portfolios, and maintaining high standards of service.


Key Responsibilities

  • Assist in managing a high-value client portfolio in collaboration with Private Bankers.

  • Identify and pursue new client acquisition opportunities and foster existing relationships.

  • Conduct thorough market analysis and research to support financial decision-making.

  • Promote FNB’s financial services to current and prospective clients.

  • Develop and maintain trust-based relationships with clients and internal stakeholders.

  • Support lead generation and business pipeline development through tracking and analysis.

  • Deliver outputs aligned with service standards and deadlines.

  • Foster a proactive approach to client service and continuous innovation.

  • Adhere to all applicable laws, regulations, and governance requirements.

  • Participate in training and mentorship programs to enhance skills and knowledge.


Qualifications and Experience

  • A Bachelor’s Degree (NQF Level 7) in Finance, Accounting, or a related field approved by FSCA.

  • RE5 Certificate (Regulatory Examination for Representatives).

  • 2 to 3 years of experience in the financial services sector, preferably in Sales or Client Service.

  • Previous banking experience is highly preferred.

  • Must not be an unrehabilitated insolvent.

  • A clean credit record check is required in accordance with the National Credit Act (NCA).


What FNB Offers

  • Access to a comprehensive incubation program with mentorship.

  • A dynamic team environment that values innovation and continuous learning.

  • Networking opportunities within the FirstRand Group.

  • Exposure to Private Banking and Wealth Advisory practices.

  • A clear pathway for career growth based on performance.

  • Competitive salary and benefits package.


Ideal Candidate Profile

  • Eager to learn and continually develop new skills.

  • Analytical thinker with strong communication skills.

  • Results-oriented with attention to detail and the ability to meet deadlines.

  • Proactive and adaptable, willing to embrace new ideas and practices.

  • Committed to client relationship management and service excellence.

  • Able to work both independently and collaboratively in a team setting.


Employment Equity Commitment

FNB is committed to employment equity and the inclusion of people with disabilities. The FirstRand Group’s Employment Equity Plan will guide the recruitment process. Candidates are welcome to disclose any disability-related information voluntarily, which will be treated confidentially unless required by law.


How to Apply

If you are ready to advance your banking career, submit your application through the FNB Careers Portal by 30 May 2025. Applications received after the deadline will not be considered. Only shortlisted candidates will be contacted for further assessments and interviews.

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