FNB Private Segment

Got you — this reads like a Private Banking / Wealth Support role but it just needs structure, flow, and a more polished, professional tone. Here’s a clean, compelling rewrite that would work well for a job advert or internal posting

Introduction

The purpose of this role is to support the proactive management and growth of a portfolio of affluent clients in collaboration with a team of Private Bankers. The role focuses on providing high-quality analysis, research, sales support, and service fulfilment to identify new banking opportunities, onboard new clients, and grow existing client relationships through effective stakeholder engagement and service excellence.

 

Duties & Responsibilities

Proactively support the management of a portfolio of affluent clients alongside Private Bankers to drive client acquisition and portfolio growth.
Provide analytical, research, sales, and service support to identify and unlock new business opportunities.
Build and maintain strong client and stakeholder relationships based on trust, transparency, and professionalism.
Contribute to a culture of service excellence by delivering exceptional client experiences and encouraging continuous feedback.
Develop a strong understanding of all financial services solutions within the relevant business offering and effectively market these solutions to clients.
Support profit growth through effective management and tracking of the sales and leads pipeline.
Ensure consistent delivery of high-quality outputs within agreed timelines and service standards.
Adhere to all governance, compliance, and regulatory requirements in line with company policies and industry standards.

Desired Experience & Qualifications

Essential Requirements

RE5 Certificate.
FSCA-approved Bachelor’s Degree (NQF Level 7) in Finance, Business Management, Investments, Accounting, or a related field.
Minimum of 5 years’ experience within a sales and/or service environment in the financial services sector (Banking, Insurance, or Investments).
Must not be an unrehabilitated insolvent.

Required Skills & Competencie

Curious and Courageous: Demonstrates resilience, continuous learning, and a proactive mindset.
Commitment to Excellence: Obsessed with mastery and consistently delivering high-quality outcomes.
Client Growth & Lead Generation: Strong business development skills with a focus on portfolio expansion.
Professional Integrity:Strong understanding of governance, compliance, and regulatory requirements.
Stakeholder Management:Ability to build and maintain effective working relationships internally and externally.

If you want, I can:

Make it more sales-driven,
Align it to a specific bank or corporate style, or
Shorten it for LinkedIn / recruitment ads

apply