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Cross Border Advisory Specialist

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Job Description - Cross Border Advisory Specialist

Job Description

To provide proactive cross-border advice to clients and segment, keeping abreast of current trends and the changing regulatory environment.

Hello Future, Cross Border Advisory Specialist,

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

As part of our Cross-Border Advisory Team within FNB Private Banking and 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:

  • Have a working knowledge of the current Exchange Control policy, specifically in relation to individual transfers.
  • Ability to apply that practically for complex client needs (including foreign investment and emigration), both from a guidance perspective and being able to assist with any related applications to the SA Reserve Bank.
  • Be seen as the go-to point for all client cross-border needs, which would typically include an individual and their business.
  • Full spectrum services including Moving money (inward and outward) which would cover a wide spectrum. Foreign investment in terms of the various allowances of applicable and related processes. Emigration/ceasing tax residency and the impact that has on their remaining assets in SA. Understanding residential status and how that impacts what we can offer clients from a banking perspective.
  • Support for UHNW (Ultra High Net Worth) Bankers and Wealth Managers in: Client solutioning which would often include large value transactions and multi-layered local and offshore structures.
  • Dealmaking, especially in relation to currency hedging strategies.
  • Specialist frontline cross-border conversations, covering the latest themes and providing the necessary guidance.
  • Masterclass sessions which would include technical updates.
  • Regular updates on regulatory changes to ensure that business is up to date and able to maximize client opportunities.
  • Fulfilling a quality control role in relation to the broader business.
  • Raising the bank’s profile via thought leadership and public relations.

You will be an ideal candidate if you:

  • Have a Finance Related Degree – Minimum NQF Level 7
  • Have 3 - 5 years' experience in a similar environment.

You will have access to:

  • Opportunities to network and collaborate
  • A challenging working environment
  • Opportunities to innovate

We can be a match if you are:

  • Adaptable and curious
  • Analyze complex data sets
  • Thrive in a collaborative environment

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.

Job Details

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

23/02/26

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.

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