Banking Advisor Wealth

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

Benefits offered by this job

Uncapped earning potential

Networking opportunities

Competitive rewards

Job summary

FirstRand Limited is seeking a Banking Advisor Wealth to pro-actively manage a portfolio of affluent clients with a team of Private Bankers. You will analyze, research, sell and service to identify opportunities for new and existing clients, while building stakeholder relationships for operational success.

You will market all financial services solutions, support profit growth, and maintain timely, high-quality outputs to meet deadlines.

Qualifications

• Relevant Bachelor's Degree - NQF 7, FSCA-approved.
• RE5 Regulatory Compliance Certificates with relevant COB.

Responsibilities

• Pro-actively manage a portfolio of affluent clients with a team of Private Bankers through analysis, research, sales and service fulfilment.
• 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 and provide exceptional service.
• Understand and market all financial services solutions within the relevant business offering.
• Assist with profit growth by effectively managing the leads pipeline.
• Consistently produce high-quality outputs within agreed deadlines.

Skills

Portfolio management

Client relationship

Sales and service

Analysis and research

Education

Bachelor's Degree - NQF7

RE5 Regulatory Certification

Job description

Banking Advisor Wealth page is loaded## Banking Advisor Wealthlocations: Polokwaneposted on: Posted Todaytime left to apply: End Date: December 30, 2026 (30+ days left to apply)job requisition id: R49240# **Job Description*** 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 account base.Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialization.**If you meet the minimum requirements and are passionate about building exceptional client experiences, submit your application.** *If your track record in wealth management precedes you and you meet the above requirements, we would like to* *have a conversation with you.* *In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check. You* *must not be an unrehabilitated insolvent.* *All suitably qualified candidates will be considered. Appointments will be made in line with the Bank's Employment* *Equity Strategy. FirstRand actively supports the recruitment and advancement of individuals with disabilities. We recommend that candidates be encouraged to declare their disability and consult the Bank should they require reasonable accommodation.*#Post#FNB#LI-CR1## **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.**30/12/26All 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.Introduce yourself to our recruiters and we will get in touch if there's a role that seems like a good match.Should you have any queries, please log it via.