Banking Advisor Affluent

FirstRand Limited; Cape Town; On-site; ZAR 600,000 - 840,000; Full time

Job summary

FirstRand Limited, through its Private Banking and Advisory Team in Cape Town, seeks a results-driven professional to support proactive management of affluent client portfolios. You will partner with Private Bankers to deliver insights, research, and seamless execution of sales and service activities.

The role involves identifying opportunities to onboard new clients and expand existing relationships, while maintaining high service standards and compliance with governance requirements.

Qualifications

• Must have an NQF7 level degree in Finance, Economics or Accounting.
• RE5 qualification required.
• 2–3 years of experience in a Sales/Service area within banking/financial environment.

Responsibilities

• Provide sound services and recommendations based on customer and client needs, current information and trends.
• Provide efficient administration through planning, reporting and updating all relevant information.
• Compile reports that track progress and guide business decisions.
• Manage the leads pipeline effectively.
• Support sales through analysis of client portfolios and proactive client engagement.
• Assist with profit growth through sales and acquisition of new clients.
• Achieve financial targets and uphold service levels.
• Identify opportunities to expand the customer base with creditworthy clients.
• Grow existing client relationships and generate new leads to expand active accounts.

Skills

Sales experience

Customer relationship management

Growth/targets achievement

Education

NQF7 Degree in Finance/Economics/Accounting

RE5 qualification

Job description

To support the proactive management of affluent client portfolio by partnering with Private Bankers to deliver insightful analysis, conduct research, and ensure seamless execution of sales and service activities. The job focuses on identifying opportunities to onboard new clients and expand relationships with existing ones.

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 timeous 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 pro‑active 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 opportunity 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 specialisation.
• 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 (FRG).

You will be an ideal candidate if you:

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

Additional Requirements

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

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.