Banking Advisor Private Client

FNB South Africa; Umhlanga Rocks; On-site; ZAR 420,000 - 660,000; Full time

Job summary

FNB South Africa invites applications for a role that supports a team of Private Bankers in proactively managing a portfolio of affluent clients through analysis, research, sales and service fulfilment. The aim is to identify opportunities to grow banking new clients and expand existing relationships.

The successful candidate will focus on stakeholder management, delivering high-quality service, and contributing to profit growth while maintaining compliance and governance requirements.

Qualifications

• RE5 Certificate with a Degree (NQF7 level) in Finance or Accounting.
• 2 to 3 years’ experience within a Sales/Service area of a financial environment.

Responsibilities

• Contribute to a culture of service excellence, building positive relationships and providing 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.
• 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 managing existing clients, generating new leads and growing 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.

Education

RE5 Certificate with a Degree (NQF7 level) in Finance or Accounting

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

Your Responsibilities

• Contribute to a culture of service excellence, building positive relationships and providing 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.
• 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 managing existing clients, generating new leads and growing 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.

Ideal Candidate

• Minimum Qualification: RE5 Certificate with a Degree (NQF7 level) in Finance or Accounting.
• Experience: 2 to 3 years’ experience within a Sales/Service area of a financial environment.
• Must not be unrehabilitated insolvent.

Access To

• Opportunities to network and collaborate.
• Challenging working opportunities to innovate.

Match Criteria

• Curious & courageous: driven by wanting to learn more and continually improving.
• Proactive growth of customer base by managing existing clients, generating new leads, and expanding active accounts.
• Compliance with relevant statutory, legislative, policy and governance requirements and adherence to established processes and procedures.

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 disability information on a voluntary basis. The Bank will keep this information confidential unless required by law to disclose it.