Banking advisor Wealth

FirstRand Bank Limited; Ermelo; On-site; ZAR 600,000 - 900,000; Full time

Job summary

FirstRand Bank Limited is seeking a Banking Advisor to assist in proactively managing a portfolio of affluent clients with a team of Private Bankers. You will provide analysis, research, sales and service to identify opportunities and grow the client base, through effective stakeholder management.

Ideal candidates will have RE5 with a finance-related degree and 2–3 years’ sales/service experience in financial services, with a focus on building relationships and generating new leads.

Qualifications

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

Responsibilities

• Assist in managing a portfolio of affluent clients with Private Bankers.
• Contribute to grow the existing client base and generate new leads.
• Provide analysis, research, sales and service fulfilment to identify banking opportunities.
• Develop and maintain stakeholder relationships across the FRG.
• Ensure efficient administration through planning, reporting and updating information.

Skills

Sales experience

Client relationship

Financial services

Stakeholder management

Analytical skills

Education

RE5 Certificate

Finance degree

Tools

CRM software

Excel

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.

Important Closing Date Note

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below. 30/01/27

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.

FirstRand provides a comprehensive range of financial services in South Africa and certain markets in broader Africa. The group also offers certain niche products and services in the UK and India. Listed on the Johannesburg Stock Exchange (JSE) and the Namibian Stock Exchange (NSX), FirstRand Limited is the largest financial institution by market capitalisation in Africa. The group follows a multi-branding approach. Its portfolio of financial services businesses includes FNB, RMB, WesBank, Ashburton Investments, Aldermore, MotoNovo and DirectAxis. Many are leaders in their respective segments and markets, offering transactional, lending, investment and insurance products and services The FirstRand Corporate Centre houses many of the critical functions required by a large and complex financial services group. The group's track record of delivering superior returns to shareholders has been achieved through a combination of organic growth, acquisitions, innovation and the creation of completely new businesses. The group’s purpose of delivering Shared Prosperity provides many opportunities for employees to innovate to address social and environmental challenges in our markets. All of our businesses have successful Volunteering programmes which also allow employees to adopt and support causes close to their hearts.