Banking Advisor Wealth

FirstRand Bank India; Polokwane; On-site; ZAR 900,000 - 1,200,000; Full time

Job summary

FirstRand Bank is seeking a results-driven professional to proactively manage a portfolio of affluent clients with a team of Private Bankers. You will provide analysis, research, sales and service fulfilment to grow new and existing client relationships while maintaining strong stakeholder partnerships.

The ideal candidate holds a relevant Bachelor's Degree (NQF 7) with RE5 compliance certificates and 3–5 years' experience in financial sales/service.

Qualifications

• 3 to 5 years' experience in a Sales/Service role within financial services.
• Relevant Bachelor's Degree - NQF 7, FSCA-approved.
• RE5 Regulatory Compliance Certificates with relevant COB (Class of Business).
• Credit record check required under NCA; not an unrehabilitated insolvent.

Responsibilities

• Pro-actively manage a portfolio of affluent clients with Private Bankers through analysis, research, sales and service fulfilment.
• Build and manage stakeholder relationships to enable operational success.
• Market and explain all financial services solutions within the relevant business offering and grow the client base.
• Contribute to profit growth by managing the leads pipeline and meeting deadlines with high-quality outputs.

Skills

Portfolio management

Stakeholder management

Sales and service

Client acquisition

Education

Bachelor's degree - NQF 7

RE5 Certification (Class of Business)

Job description

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 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. 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. 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.

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.

30/12/26

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.