Private Banker

Benefits

Additional Information

Job Description To proactively optimise a portfolio of Wealth Clients with the objective of addressing their financial needs and ensuring client profitability as well as retaining the client base. Hello Future Private Clients Private Banker - Far North Welcome to FNB, where we believe help is at the heart of human greatness. Our vision is to be a great business helping to create a better world. As part of our talent team, you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Now's the time to imagine your potential in a team where experts come together and ignite effective change. Based in Ongwediva, this role is responsible for managing and growing the Private Clients portfolio across the Far North region. The successful candidate will work closely with multiple branches and communities, travelling as necessary to build long-term client relationships, identify growth opportunities and deliver the exceptional Private Clients experience across a geographically dispersed portfolio. Are you someone who can: Build, manage, and grow long-term relationships with affluent and high-value clients. Demonstrate a genuine passion for customers, relationship management, and delivering exceptional personalised service experiences. Operate independently while maintaining exceptional standards of customer experience, operational excellence, and risk management. Identify opportunities to acquire, grow, and retain profitable clients within a highly competitive regional market. Strategically manage client portfolios to drive revenue growth, deepen product penetration, and position FNB as the client's primary banking partner. Analyse client financial needs and structure appropriate banking, lending, and investment-related solutions. Apply strong credit, risk, and compliance principles while balancing commercial growth and customer experience. Assist clients with fiduciary-related requirements, including new wills and estate reporting processes. Support securities and lending processes while ensuring sound governance and turnaround times. Compile and present detailed reports, business insights, and portfolio analysis to support informed decision-making. Demonstrate strong relationship management skills, leveraging your knowledge of investments, finance, lending, and Private Banking. Work independently, communicate effectively, and take accountability for delivering exceptional results within a fast-paced environment. Represent the Private Banking and Premium brand professionally within the branch, Premium suite, and broader Northern community. You will be an ideal candidate if you: Have a relevant Business, Commerce or Banking qualification. Possess 5 to 8 years' experience in Private Banking, Business Banking, Relationship Banking, Wealth Management or a similar financial services environment. Have strong knowledge of banking products, lending, credit, fiduciary services, investments, compliance and risk management. Demonstrate strong commercial acumen with a proven ability to acquire, grow and retain profitable client relationships. Have exceptional relationship-building, networking and stakeholder management skills. Are self-motivated and able to work independently while effectively managing a geographically dispersed portfolio. Have experience managing affluent or high-value client portfolios within a relationship banking environment. Demonstrate excellent planning, organisational and time management skills, with the ability to balance client engagements across multiple locations. Hold a valid driver's licence and have your own reliable transport, with the ability to travel throughout the Far North region. You will have access to: Networking and Collaboration Opportunities. Challenging Work Environment. Opportunities for Innovation. Comprehensive Support. Continuous Learning and Development. We can be a match if you are: Always doing the right thing - Fight for ethical conduct and transparency, both inside and outside the organisation Curious - Believe in insight, creativity, and its power to unlock value Deeply Invested - Take initiative and lead in your own right Valuing Differences - Be inclusive, gracious, humble, and respectful Building Trust, not Territory - Create a culture of collaboration and shared success Courageous - Speak up, challenge constructively, and contribute to a culture of bravery Are you interested to take the step? We look forward to engaging with you further. Apply now! Location: FNB Premium Support - Ongwediva - Private Clients Closing Date: 13 July 2026 5-Day work week *All applications must be done via the Group's application portal. To access the portal, click on the link below. https://www.firstrandjobs.mobi/ #post #FNB #LI-MS1 All appointments will be made in line with FirstRand Group's Employment Equity Plan. The Bank supports the recruitment and advancement of individu

Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at firstrand? Share your experience