Lending Advisor

Posted 2 Hours Ago
Be an Early Applicant
Johannesburg, Gauteng, ZAF
In-Office
Mid level
Financial Services
The Role
Manages end-to-end residential lending transactions for private banking clients. Conducts financial needs analysis, assesses cash flow and credit, structures tailored lending solutions, educates clients on products, manages applications and documentation, and supports credit assessment and fulfilment. Develops client relationships, manages portfolios and leads, identifies sales opportunities, and provides advice on wealth creation, accumulation, and protection.
Summary Generated by Built In
Job Description

The Lending Advisor is responsible for managing end-to-end lending transactions for RMB Private Bank (RMBPB) Private Clients (PC) and Private Wealth (PW) clients. This role involves originating lending deals for the bank, assessing clients' financial requirements and cash flow positions, and structuring tailored lending solutions. The Lending Advisor will develop and maintain client relationships, and ensure high-quality advice on wealth creation, accumulation, and protection. The role requires a strong understanding of credit, financial statements, and market trends to provide expert analysis and support in securing new clients and further entrenching existing ones.

Hello Future Lending Advisor

Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.

As part of our team in FNB Private Banking & Advisory, 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.

Are you someone who can:

  • Conduct comprehensive financial needs analysis to understand client goals and Residential lending requirements.
  • Educate clients on residential lending products and structure appropriate solutions.
  • Manage the end-to-end lending process, including application, documentation, credit assessment, and fulfilment.
  • Manage a portfolio or leads while mining a base of opportunity.
  • Infuence and exploit exceptional earning potential.

You will be an ideal candidate if you:

  • NQF Level 6 or higher in Banking, Finance, or related field
  • Have 3–4 years in a lending, financial advisory, or direct sales role.
  • Experience in residential lending or credit structuring is advantageous.

You will have access to:

  • Opportunities to network and collaborate
  • A challenging and sales orientated working environment
  • Opportunities to innovate and develop.

We can be a match if you are:

  • Adaptable and curious
  • Analyse complex data sets
  • Thrive in a collaborative environment
  • Have a hunter mindset

Apply now if you are interested in taking the next step. We look forward to engaging with you!

All 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.

#Post

#FNB

#LI-AM1


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.

09/10/26

All 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.

Skills Required

  • NQF Level 6 or higher qualification in Banking, Finance, or a related field
  • 3-4 years of experience in lending, financial advisory, or direct sales
  • Experience in residential lending or credit structuring
  • Ability to conduct financial needs analysis and assess client cash flow positions
  • Ability to structure residential lending solutions and manage lending transactions end to end
  • Ability to analyze complex data sets
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The Company
49,989 Employees
Year Founded: 1998

What We Do

FirstRand is a portfolio of integrated financial services businesses offering transactional, lending, investment and insurance products and services. The group seeks to build long-term franchise value and deliver superior, sustainable returns within acceptable levels of volatility. Its corporate centre houses key functions—including risk, compliance, governance, internal audit, treasury, finance and tax—that support the broader group and its operating businesses.

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