Banking Advisor Affluent

FNB South Africa; Bellville; On-site; ZAR 30 000 - 70 000; Full time

Job summary

An established industry player is seeking a proactive individual to manage a portfolio of affluent clients. This role involves providing exceptional service, analyzing client needs, and identifying opportunities for growth. Join a dynamic team where innovation thrives, and your contributions will help shape the future of banking. If you are passionate about finance and excel in relationship management, this is your chance to make a significant impact in the financial services sector.

Qualifications

• 2-3 years experience in a Sales/Service area within banking.
• Relevant degree in Finance, Economics, or Accounting.

Responsibilities

• Manage a portfolio of affluent clients through effective service.
• Identify opportunities for client acquisition and growth.
• Compile reports to guide business decisions and track progress.

Skills

Client Relationship Management

Sales Analysis

Stakeholder Management

Financial Analysis

Education

NQF7 Level Degree in Finance

RE5 Qualification

Job description

Job Description

To assist in proactively managing a portfolio of affluent clients with a team of Private Bankers through provision of analysis, research, sales, and service fulfillment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management.

FNB Introduction

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 Private Banking and Advisory Team, you will be surrounded by unique talent, 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

• Provide sound services and recommendations based on customer and client needs, current information, and trends.
• Provide an efficient administration service through careful and timely planning, reporting, and updating of all relevant information.
• Compile reports that track progress and guide business to make informed decisions.
• Ensure effective management of the leads pipeline.
• Support sales through analysis of client portfolio and proactive client engagement.
• Assist with profit growth for the business through sales and acquisition of new clients.
• Achieve expected financial targets and uphold associated service levels.
• Identify opportunities to expand our customer base with creditworthy and potentially profitable customers.
• Ensure growth and increase in customer base by managing existing clients, generating new leads, and growing active customer account base.
• Act responsibly with work-related resources to contribute to cost containment.
• Deliver exceptional and high-quality advice that exceeds customers’ expectations through proactive, innovative, and appropriate solutions.
• Contribute to a culture of service excellence, which builds positive relationships and provides opportunities for feedback and exceptional service.
• Develop and manage key stakeholder relationships that enable achievement of operational objectives.
• Comply with relevant statutory, legislative, policy, and governance requirements as well as set processes and procedures related to area of specialization.
• Contribute to innovation by finding faster and more accurate ways of working.
• Understand and market all financial services solutions within the relevant business offering.
• Continuously assess own performance, seek timely and clear feedback, and request training where appropriate.
• Develop, encourage, and nurture collaborative relationships within FNB and/or across the First Rand Group.

You Will Be An Ideal Candidate If You

• Have a relevant NQF7 Level Degree in Finance, Economics, or Accounting.
• Have completed RE5 qualification.
• Have 2-3 years’ experience within a Sales/Service area of a banking/financial environment.

Requirements

Additional Requirements

In accordance with the National Credit Act (NCA), candidates applying for this role will require a credit record check.

Job Details

Note that applications will not be accepted on or after 16/05/25. Kindly submit applications ahead of this date.

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. Candidates can disclose their disability information voluntarily. This information will be kept confidential unless required by law.