Banking Advisor Wealth

FirstRand Bank Limited; Gauteng; On-site; ZAR 300 000 - 600 000; Full time

Job summary

An established industry player is seeking a proactive individual to manage a portfolio of Private Wealth Clients. In this dynamic role, you will collaborate with a team of Private Bankers to deliver exceptional service and innovative solutions. You will be responsible for achieving financial targets, expanding the customer base, and providing high-quality advice tailored to client needs. This is an exciting opportunity to work in a supportive environment that encourages curiosity and mastery while driving meaningful change in the financial landscape. If you're ready to take the next step in your career, this role could be the perfect fit for you.

Benefits

Networking Opportunities

Challenging Work Environment

Qualifications

• 3-5 years experience in a sales/service role within banking.
• RE5 Certificate and relevant degree required.

Responsibilities

• Manage a portfolio of Private Wealth Clients effectively.
• Identify opportunities to expand the customer base.

Skills

Sales Skills

Customer Service

Financial Analysis

Stakeholder Management

Education

RE5 Certificate

Degree NQF7 in Finance, Economics or Accounting

Job description

To assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers 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.

Welcome to the home of the changeable. 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:

• Achieve expected financial targets and uphold associated service levels.
• Deliver exceptional and high-quality advice that exceeds customers’ expectations through proactive, innovative and appropriate solutions.
• Provide sound services and recommendations based on customer and client needs, current information and trends.
• Identify opportunities to expand our customer base with creditworthy and potentially profitable customers.
• Provide an efficient administration service through careful and timeous planning, reporting and updating of all relevant information.

You will be an ideal candidate if you:

• Minimum Qualification - RE5 Certificate with a Degree NQF7 level in Finance, Economics or Accounting
• Experience - 3 to 5 years’ experience within a Sales / Service area of a financial environment - Banking.
• 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 push boundaries.
• 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 managing existing clients, generating new leads and growing the active customer account base.
• Comply with relevant statutory, legislative, policy and governance requirements and set processes and procedures related to specialization.

Are you interested to take the step? We look forward to engaging with you further. Apply now!

Additional Requirements

In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check.

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

17 / 11 / 24

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.