Banking Advisor Wealth

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

Job summary

FirstRand Limited’s FNB Private Wealth and Advisory Team in South Africa seeks a professional to assist in managing a portfolio of Private Wealth Clients through analysis, research and sales fulfilment. You will identify opportunities for banking new clients and grow existing portfolios while maintaining stakeholder relationships.

The role involves providing sound recommendations, efficient administration, reporting, pipeline management, and proactive engagement to meet financial targets and

Qualifications

• Must have Bachelor's Degree, NQF7 Level in Finance, Economics or Accounting.
• Completed RE5 qualification
• Have working experience i.e. from 3 - 5 years' experience within a Sales/Service area of a banking / financial services environment or Insurance and investments.

Responsibilities

• Provide sound services and recommendations based on customer and client needs, current information, and trends.
• Provide an efficient administration service through careful and timeous planning, reporting, and updating of all relevant information.
• 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.
• Assist with profit growth for the business through sales and acquisition of new clients.
• Achieve expected financial targets and uphold associated service levels.
• Identify opportunities to expand our customer base with creditworthy and potentially profitable customers.

Skills

Portfolio analysis

Lead management

Sales support

Customer service

Report compilation

Education

Bachelor's Degree, NQF7 Level in Finance, Economics or Accounting

RE5 qualification

Job description

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.

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.

As part of our Private Wealth and Advisory Team, you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Now's the time to imagine your potential in a team where experts come together and ignite effective change.

Are you someone who can:

• Provide sound services and recommendations based on customer and client needs, current information, and trends.
• Provide an efficient administration service through careful and timeous planning, reporting, and updating of all relevant information.
• 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.
• Assist with profit growth for the business through sales and acquisition of new clients.
• Achieve expected financial targets and uphold associated service levels.
• Identify opportunities to expand our customer base with creditworthy and potentially profitable customers.
• Ensure growth and increase in customer base by managing existing clients, generating new leads and growing active customer account base.
• Act responsibly with work related resources to contribute to cost containment.
• 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.
• Develop and manage key stakeholder relationships that enable achievement of operational objectives.
• Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialization.
• Contribute to innovation by finding faster and more accurate ways of working.
• 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 First Rand Group (FRG).

You will be an ideal candidate if you have:

• Must have Bachelor's Degree, NQF7 Level in Finance, Economics or Accounting.
• Completed RE5 qualification
• Have working experience i.e. from 3 - 5 years' experience within a Sales/Service area of a banking / financial services environment or Insurance and investments.

Cat 1:

• 1.3 Long-Term Insurance subcategory B1
• 1.4 Long-Term Insurance subcategory C
• 1.5 Retail Pension Benefits
• 1.8 Shares
• 1.9 Money Market Instruments
• 1.12 Bonds
• 1.14 Participatory Interests in a Collective Investment Scheme
• 1.15 Forex Investments
• 1.17 Long-term Deposits
• 1.18 Short-term Deposits
• 1.20 Long- Term Insurance Subcategory B2
• 1.21 Long- Term Insurance Subcategory B2- A
• 1.22 Long-term Insurance subcategory B1-A
• 1.24 Structured Deposits
• 1.26 Participatory Interest in hedge fund

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.