Affluent Banking Advisor: Build Elite Client Relationships

FirstRand Bank Limited; Durban; On-site; ZAR 750,000 - 900,000; Full time

Job summary

FirstRand Bank Limited in Durban is seeking a proactive professional to support affluent client portfolio management. You will collaborate with Private Bankers, deliver insightful analysis, conduct research, and help execute sales and service activities to grow the client base.

The role focuses on identifying onboarding opportunities, expanding relationships, and maintaining a strong leads pipeline while upholding service excellence and governance requirements.

Responsibilities

• Support proactive management of affluent client portfolio by partnering with Private Bankers to deliver insightful analysis and research.
• Identify opportunities to onboard new clients and expand relationships with existing ones.
• Maintain and manage leads pipeline and contribute to cost containment through efficient administration.

Job description

FirstRand Bank Limited in Durban is seeking a proactive professional to support affluent client portfolio management. You will collaborate with Private Bankers, deliver insightful analysis, conduct research, and help execute sales and service activities to grow the client base.

The role focuses on identifying onboarding opportunities, expanding relationships, and maintaining a strong leads pipeline while upholding service excellence and governance requirements.