Banking Advisor Wealth

firstrand; Bellville; On-site; ZAR 520,000 - 600,000; Full time

Job summary

FirstRand's RMB Private Wealth unit seeks a client-focused analyst to help manage a portfolio and assist Private Advisors with research, analysis and service delivery. You will identify opportunities, maintain records, and contribute to growth by engaging clients and expanding the customer base.

The role emphasizes strong stakeholder management, reporting, and proactive client engagement in a banking environment.

Qualifications

• NQF7 degree in Finance, Economics or Accounting is required.
• RE5 qualification is required.
• 2-3 years' sales/service experience in banking/financial sector.

Responsibilities

• Provide sound services and recommendations based on needs, trends and information.
• Deliver efficient administration through planning, reporting and updating information.
• Compile reports that track progress and guide business decisions.
• Manage leads pipeline effectively to support sales growth.
• Support sales via analysis of client portfolios and proactive engagement.

Skills

Stakeholder management

Client engagement

Sales analysis

Reporting

Administration

Education

NQF7 Finance/Economics/Accounting degree

RE5 qualification

Job description

Job Description

To assist in proactively managing a portfolio of RMB Private Wealth Clients with a team of Private Advisors through provision of analysis, research and 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.

We are RMB RMB is a leading African Corporate and Investment Bank (CIB). We partner our clients to deliver advisory, lending, trading, securities, corporate banking, private equity and investment solutions. We represent the CIB activities of FirstRand Limited - one of the largest financial services groups in Africa.

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 RMB 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.

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 fulfil 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.