Banking Advisor Wealth

Fnbnamibia; Polokwane; On-site; ZAR 580,000 - 625,000; Full time

Job summary

Fnbnamibia in Polokwane is seeking a Banking Advisor Wealth to assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through analysis, research and service fulfilment.

You will contribute to meeting financial targets, deliver high-quality advice and build strong stakeholder relationships to grow the client base and expand opportunities within the wealth offering. The role requires disciplined administration and compliance with governance standards.

Responsibilities

• Assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through analysis, research and service fulfilment.
• Deliver exceptional and high-quality advice that exceeds customers’ expectations through proactive, innovative and appropriate solutions.
• Develop and manage key stakeholder relationships that enable achievement of operational objectives.
• Ensure growth and increase in customer base by managing existing clients, generating new leads and growing active customer accounts.
• Provide an efficient administration service through careful and timely planning, reporting and updating of all relevant information.
• Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialisation.
• Support sales through analysis of client portfolio and pro-active client engagement.

Job description

## Banking Advisor WealthApply: Polokwane: Posted Today: End Date: January 30, 2027 (30+ days left to apply): R54247# **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.* Act responsibly with work related resources in order to contribute to cost containment.* 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.* Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.* Provide sound services and recommendations based on customer and client needs, current information and trends.* Develop and manage key stakeholder relationships that enable achievement of operational objectives.* Ensure growth and increase in customer base by managing existing clients, generating new leads and growing active customer account base.* 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.* Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialisation.* Compile reports that track progress and guide business to make informed decisions.* Ensure effective management of the leads pipeline.* Support sales through analysis of client portfolio and pro-active client engagement.* Contribute to innovation by finding faster and more accurate ways of working.* Assist with profit growth for the business through sales and acquisition of new clients.* Understand and market all financial services solutions within the relevant business offering.* Continuously assess own performance, seek timely and clear feedback and request training where appropriate.* Develop, encourage and nurture collaborative relationships across the FRG.