Banking Advisor Wealth

FirstRand group; Pretoria; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services provider in Pretoria is seeking a Banking Advisor to manage a portfolio of clients. The role involves stakeholder management, achieving financial targets, and delivering exceptional service. Ideal candidates should have a relevant degree and 2-3 years of experience in a sales environment.

Qualifications

• 2 - 3 years’ experience within a Sales / Service area of a financial environment.

Responsibilities

• Assist in proactively managing a portfolio of RMB Wealth Clients.
• Achieve expected financial targets and uphold service levels.
• Deliver exceptional advice that exceeds customer expectations.
• Develop and manage key stakeholder relationships.
• Ensure growth of customer base by managing existing clients.

Skills

Sales and service delivery

Stakeholder management

Analytical skills

Relationship building

Education

Relevant Degree in Finance or Economics or Accounting

FAIS accreditation required (RE)

Job description

Description

Hello future Banking Advisor –

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.

Role Purpose

To assist in proactively managing a portfolio of RMB 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.

Responsibilities

• 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 within FNB and / or across the FRG.

Qualifications and Experience

• Relevant Degree in Finance or Economics or Accounting.
• Preferred Qualification : FAIS accreditation required (RE).
• 2 - 3 years’ experience within a Sales / Service area of a financial environment.

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

Job Details

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

22 / 07 / 25

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.