Banking Advisor Wealth

Firstrand Bank Limited; South Africa; On-site; ZAR 360,000 - 520,000; Full time

Benefits offered by this job

Networking opportunities

Uncapped earning potential

Innovative environment

Direct impact on client satisfaction

Job summary

FirstRand Bank India seeks a Banking Advisor Wealth to proactively manage affluent clients alongside Private Bankers, delivering analysis, research, sales and service with the aim of growing the client base and improving wallet share.

You will build essential stakeholder relationships, support Private Bankers and drive client satisfaction through comprehensive financial solutions and timely delivery.

Qualifications

• Relevant Bachelor's Degree - NQF 7, FSCA-approved.
• Experience - 3 to 5 years' experience within a Sales/Service area in a financial service environment.
• RE5 Regulatory Compliance Certificates with relevant COB (Class of Business) Meet all requirements on SUB-CATS.

Responsibilities

• 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.

Skills

Sales experience

Client relations

Education

Bachelor's degree - NQF 7

Job description

Banking Advisor Wealth

Employer: FirstRand Bank India

Employment type: Full time

Location: Polokwane

Job Description

We are RMB.

RMB is a leading African Corporate and Investment.

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.

Responsibilities

• 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.

Ideal Candidate

• 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.

Benefits

• 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.