Banking Advisor Wealth-3

Wesbank; Pretoria; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A major banking institution in Pretoria is seeking a Banking Advisor Wealth-3 to manage Private Wealth Clients. You'll provide analysis, research, and high-quality advice, ensuring client satisfaction and portfolio growth. The role includes relationship management and proactive engagement to drive new business opportunities. Join us in contributing to a culture of service excellence and client-centric solutions.

Responsibilities

• Assist in managing a portfolio of Private Wealth Clients.
• Deliver exceptional advice that exceeds customer expectations.
• Ensure growth in customer base by managing and generating clients.

Job description

Banking Advisor Wealth-3 page is loaded## Banking Advisor Wealth-3locations : Pretoriatime type : Full timeposted on : Posted Todaytime left to apply : End Date : October 8,

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.

# #

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.

08 / 10 / 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.

Introduce yourself to our recruiters and we will get in touch if there's a role that seems like a good match. Should you have any queries, please log it via .