Banking Advisor

FirstRand Bank Limited; Cape Town; On-site; ZAR 300,000 - 450,000; Full time

Job summary

Join a leading financial institution as a Future Banking Advisor, where you'll leverage your expertise to meet client needs and drive financial growth. In this dynamic role, you will deliver exceptional service and proactive solutions while growing the customer base in a supportive team environment. Bring your RE5 certification and a relevant degree, along with your passion for client management and sales, and embark on a rewarding career path here.

Benefits

Opportunities to network and collaborate

Entrepreneurial environment

Challenging opportunities to innovate

Qualifications

• 2-3 years of experience in sales or service within a financial environment.
• Not unrehabilitated insolvent.

Responsibilities

• Achieve financial targets and maintain high service standards.
• Provide exceptional advice and recommendations based on customer needs.
• Identify opportunities to expand the customer base.

Skills

Client Management

Customer Service

Financial Advisory

Sales

Market Trends Analysis

Education

Degree (NQF Level 7) in Finance, Economics, or Accounting

RE5 Certificate

Job description

Hello, Future Banking Advisor (RMB)

Welcome to the world of change. We design innovative solutions and deliver products and services that make us proud of our team. As part of our Private Banking & Advisory Team, you will work with talented, diverse, and adaptable professionals committed to curiosity and growth.

Now is the time to explore your potential in a team where expertise drives meaningful change.

Are you someone who can:

• Achieve financial targets and maintain high service standards.
• Provide exceptional advice that exceeds customer expectations through proactive and innovative solutions.
• Offer sound services and recommendations based on customer needs, current information, and market trends.
• Identify opportunities to expand our customer base with creditworthy and profitable clients.
• Ensure efficient administration through careful planning, reporting, and updating relevant information.

You will be an ideal candidate if you:

• Hold an RE5 Certificate and a Degree (NQF Level 7) in Finance, Economics, or Accounting.
• Have 2 to 3 years of experience in sales or service within a financial environment.
• Are not unrehabilitated insolvent.

You will have access to:

• Opportunities to network and collaborate.
• An entrepreneurial environment.
• Challenging opportunities to innovate.

We can be a match if you are:

• Curious and courageous—driven to learn and brave enough to take on challenges.
• Obsessed with mastery—constantly improving and pushing yourself to excel.
• Focused on growth—managing existing clients, generating new leads, and expanding the customer base.
• Committed to compliance—adhering to statutory, legislative, policy, and governance requirements.

Are you ready to take the next step? We look forward to engaging with you. Apply now!

LI-NK3

Job Details

Please note applications will not be accepted after the closing date below. Submit your application before:

10/11/24

All appointments will align with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. Candidates may voluntarily disclose disability information, which will be kept confidential unless required by law.