- Location
- 5 Merchant Place, 9 Fredman Drive, Sandton, Johannesburg, 2196, South Africa
- Type
- Full-time
- Department
- Finance
- Experience
- 3+ years
- Closing date
- Today
- Source
- Workday
Description
Job Description
Welcome to FNB, the home of the #changeable.
We design shape shifters and deliver products and services that make us incredibly proud of people that make it happen.
Role Purpose
To assist in proactively managing a portfolio of FNB Private Wealth Clients alongside a Banking Specialist, through the 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.
An exciting opportunity exists for a highly professional and client-centric individual to join our Private Banking & Advisory team. The successful candidate will be responsible for delivering exceptional service to High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients, supporting relationship managers, managing banking solutions, and ensuring a seamless client experience across the wealth and private banking value chain.
Are you someone who can;
Client Service & Relationship Management
- Manage day-to-day banking transactions and service requests for private banking clients.
- Respond promptly to client enquiries and provide professional banking support.
- Resolve account-related queries and service concerns efficiently.
- Deliver a premium client experience aligned to Private Banking standards.
- Coordinate with internal teams to ensure seamless execution of client requests.
- Build and maintain trusted relationships with HNW and UHNW clients.
Product & Banking Solutions
- Implement and maintain transactional, savings, investment, and cash management solutions.
- Facilitate foreign exchange transactions and international payments.
- Support digital banking adoption and online banking solutions.
- Assist clients with lending and credit-related requests.
Portfolio Administration & Compliance
- Support the monitoring of lending and client portfolios.
- Track covenant compliance, collateral requirements, and payment schedules.
- Prepare portfolio performance and status reports.
- Assist with annual reviews and portfolio renewals.
- Ensure adherence to regulatory, compliance, and governance requirements.
- Maintain accurate client records and documentation.
Business Development Support
- Identify opportunities to deepen client relationships.
- Introduce clients to specialists for wealth, lending, fiduciary, and investment requirements.
- Support client retention and relationship growth initiatives.
- Participate in client engagement and networking events.
You will be a match if you meet the minimum requirements;
Qualifications
- FSCA Recognised Qualification.
- Minimum NQF Level 7 Degree in Finance, Economics, Accounting, Commerce, Business Management, or a related field.
- RE5 Certificate
Experience
- Minimum 3 years' experience within Private Banking, Wealth Management, Financial Advisory, or a related banking environment.
- Experience servicing High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients will be highly advantageous.
#LI-NK3
#POST
#FNB
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.
30/08/26All 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.
