Banking Advisor Private Client

FirstRand group; Umhlanga Rocks; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial institution based in Umhlanga Rocks is seeking a professional to assist in managing a portfolio of affluent clients. The role involves delivering high-quality service, managing leads, and developing key stakeholder relationships. Successful candidates should have strong relationship management skills and the ability to market diverse financial services. Compliance with regulatory requirements is essential for this role.

Qualifications

• Strong relationship management skills.
• Ability to understand and market financial services.
• Experience in managing client portfolios.

Responsibilities

• Proactively manage a portfolio of affluent clients.
• Ensure effective management of the leads pipeline.
• Deliver high-quality service that exceeds expectations.

Job description

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 fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management.

• Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.
• Understand and market all financial services solutions within the relevant business offering.
• Assist with profit growth for the business through.
• Ensure effective management of the leads pipeline.
• Develop, encourage and nurture collaborative relationships across the FRG.
• Continuously assess own performance, seek timely and clear feedback and request training where appropriate.
• Contribute to innovation by finding faster and more accurate ways of working.
• Provide an efficient administration service through careful and timeous planning, reporting and updating of all relevant information.
• Develop and manage key stakeholder relationships that enable achievement of operational objectives.
• Deliver exceptional and high-quality service that exceeds customers' expectations through proactive, innovative and appropriate solutions.
• Act responsibly with work related resources in order to contribute to cost containment.
• Ensure growth and increase in customer base by ensuring the management of existing clients, generates new leads and grows active customer account base.
• Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialisation.
• Provide sound services and recommendations based on customer and client needs, current information and trends.
• Achieve expected financial targets and uphold associated service levels.

Job Details

Application Closing Date

31 / 12 / 25

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.