FNB Eswatini is seeking a results-driven and client-focused Private Banker to proactively manage and grow a portfolio of Wealth Clients. The successful candidate will identify clients’ financial needs, provide tailored banking and wealth solutions, deepen client relationships, and drive long-term profitability and client retention.
Location: Mbabane
Job Type: Full-Time
JOB PURPOSE
To proactively manage and optimise a defined portfolio of Wealth Clients by identifying and addressing their financial needs through tailored solutions. The role focuses on deepening client relationships, ensuring profitability, and maintaining long-term client retention through consistent engagement, financial insights, and collaboration with internal specialists.
KEY RESPONSIBILITIES
- Grow revenue by expanding an existing client portfolio and acquiring new Wealth clients.
- Analyse clients’ current banking products and recommend suitable financial solutions.
- Position FNB as the client’s primary banking institution.
- Promote Transactional Banking and Wealth Lending solutions, including:
- Overdrafts
- Single Home Loans
- Multiple Property Mortgages
- Commercial Property Finance
- Share-Based Lending
- Implement, monitor, and report on client campaigns and initiatives.
- Track and manage sales activities to achieve revenue targets.
- Identify opportunities for cross-selling specialist services such as:
- Wealth Management
- Fiduciary Services
- Portfolio Management
- Grow and manage the active customer account base.
- Deliver exceptional customer service through proactive and innovative solutions.
- Maintain regular client engagement to improve retention and satisfaction.
- Produce accurate sales reports using Siebel.
- Ensure compliance with all governance, legislative, risk, and audit requirements.
QUALIFICATIONS & EXPERIENCE
Minimum Qualifications
- Bachelor of Science (BSc) or Bachelor of Commerce (BCom) Honours in:
- Investment Management
- Finance
- Economics
Preferred Qualification
- Certified Financial Planner (CFP)
Experience
- 3–5 years’ experience in:
- Financial Services
- Financial Planning
- Wealth Management
- Client-facing financial advisory roles
KNOWLEDGE & SKILLS
- Strong understanding of money management principles.
- Sound knowledge of Banking and Financial Services.
- Knowledge of hospitality and customer service principles.
- Excellent verbal and written communication skills.
- Ability to build strong client relationships through empathy and professionalism.
- Proven ability to acquire and manage high-value client portfolios.
- Knowledge of global financial markets and current affairs.
- Ability to recommend suitable financial products based on client needs.
- Strong project planning and organisational skills.
- Good understanding of banking risk frameworks and commercial judgement.
CORE COMPETENCIES
- Client Centricity
- Building Trust
- Networking & Relationship Building
- Influencing & Negotiation
- Strategic Thinking
- Commercial Awareness
- Decision Making
- Attention to Detail
- Accountability
- Resilience
- Emotional Intelligence
- Collaboration & Teamwork
- Continuous Learning
- Professional Integrity
APPLICATION PROCESS
Interested candidates should submit their applications online through the FNB Careers Portal:
CLOSING DATE
1 August 2026
Important: Applications submitted on or after the closing date will not be considered.
Equal Opportunity Employer
All appointments will be made in line with the FirstRand Group Employment Equity Plan. Applications from persons with disabilities are encouraged. Disclosure of disability information is voluntary and will be treated confidentially in accordance with applicable laws.
You must be logged in to post a comment.