Banking advisor Wealth

FirstRand Limited; Ermelo; On-site; ZAR 350,000 - 550,000; Full time

Benefits offered by this job

Network opportunities

Challenging opportunities to innovate

Job summary

FirstRand Limited, through its Private Banking & Advisory Team in South Africa, seeks a Banking Advisor to proactively manage a portfolio of affluent clients. You will provide analysis, research, sales and service to identify opportunities, grow client relationships, and support revenue objectives.

The role requires 2–3 years in sales/service within financial services, along with an RE5 certificate and a Finance/Accounting degree.

Qualifications

• 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.
• A person must not be unrehabilitated insolvent.

Responsibilities

• Contribute to a culture of service excellence and build positive relationships.
• Understand and market all financial services solutions within the relevant offering.
• Assist with profit growth for the business through effective stakeholder management.
• Ensure effective management of the leads pipeline and growth of client base.
• Develop collaborative relationships across the FRG and deliver proactive service.
• Provide timely planning, reporting, and updates of relevant information.

Skills

Service excellence

Lead management

Stakeholder relations

Financial products knowledge

Sales & service

Education

RE5 certificate

Degree 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.

Hello future Banking Advisor

Welcome to FNB, the home of the chargeables. We design shapeshifters and deliver products and services that make us incredibly proud of people that make it happen. As part of our Private Banking & Advisory Team, you will be surrounded by unique talents, 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;

• 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.

You Will Be an Ideal Candidate If You

• 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.
• A person must not be unrehabilitated insolvent

You Will Have Access To

• Opportunities to network and collaborate.
• Challenging Working Opportunities to innovate.

We Can Be a Match If You Are

• Curious & courageous - you are driven by always wanting to know more and learn more and you are brave enough to Obsessed with mastery - you know what it takes to become good at what you do and are constantly pushing yourself to do it.
• 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 and set processes and procedures related to specialization.

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.