Banking Advisor Wealth

Rmb Nigeria Limited; Polokwane; On-site; ZAR 600,000 - 900,000; Full time

Job summary

FirstRand Bank India seeks a Private Wealth Advisor to manage a portfolio of affluent clients alongside Private Bankers, delivering analysis, research and service fulfilment to identify opportunities for new clients and expansion of existing relationships.

The role focuses on building stakeholder relationships, market-based financial solutions, and driving profitable growth through effective leads management while maintaining high-quality output within deadlines.

Qualifications

• Relevant Bachelor's Degree - NQF 7, FSCA-approved.
• RE5 Regulatory Compliance Certificates with relevant COB (Class of Business). Meet all SUB-CATS requirements.
• Experience: 3–5 years in a Sales/Service role within financial services.

Responsibilities

• Proactively manage a portfolio of affluent clients with Private Bankers.
• Provide analysis, research, sales and service to grow the client base.
• Build and manage stakeholder relationships for operational success.
• Market all financial services solutions within the relevant business offering.
• Assist with profit growth through effective leads management.
• Ensure high-quality outputs within agreed deadlines.

Skills

Stakeholder management

Portfolio management

Sales experience

Education

Bachelor's Degree - NQF 7, FSCA-approved

Job description

FirstRand Bank India

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

Banking Advisor Wealth:

Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen. Now's the time to imagine your potential in a team where experts come together and ignite effective change.

Are you someone who can:

• Pro-actively manage 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.
• Build and manage stakeholder relationships to enable operational success.
• Maintain strong internal partnerships that support Private Bankers and enhance client satisfaction.
• Contribute to a culture of service excellence, which builds positive relationships and providesopportunity 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.
• Consistently produce high-quality outputs within agreed deadlines.

You will be an ideal candidate if you have:

• *Relevant Bachelor's Degree - NQF 7**, FSCA-approved.*
• *Examples: Finance, Economics, Investment Management, Financial Planning, Business Management*
• *RE5 Regulatory Compliance Certificates with relevant COB (Class of Business) Meet all requirements on SUB-CATS.*
• Experience - 3 to 5 years' experience within a Sales/Service area in a financial service environment.

You will have access to:

• Opportunities to network and collaborate.
• Earn basic guaranteed rewards with uncapped earning potential.
• Opportunities to innovate.
• Directly impact client satisfaction and business success through your contribution.

We can be a match if you are:

• Able to build sound relationships based on trust and openness.
• Ensure growth and increase in customer base by ensuring the management of existing clients, generates new leads and grows active customer.