Banking Advisor Wealth- Pietermaritzburg

FNB South Africa; Pietermaritzburg; On-site; ZAR 30,000 - 40,000; Full time

Job summary

A prominent financial institution based in Pietermaritzburg seeks a Banking Advisor Wealth to manage a portfolio of Private Wealth Clients. The ideal candidate will have a RE5 Certificate and a degree in Finance or Accounting, with 2-3 years in a sales/service role. Key responsibilities include enhancing client relationships and achieving financial targets. Join us to contribute to innovative financial solutions and a culture of service excellence.

Benefits

Opportunities to network and collaborate

Challenging working opportunities

Qualifications

• 2 to 3 years’ experience within a Sales/Service area of a financial environment.
• Knowledge of financial services solutions.
• Ability to develop stakeholder relationships.

Responsibilities

• Assist in managing a portfolio of Private Wealth Clients.
• Contribute to a culture of service excellence.
• Ensure effective management of the leads pipeline.
• Achieve expected financial targets.

Skills

Sales and Service Excellence

Stakeholder Management

Customer Relationship Management

Education

RE5 Certificate with a Degree NQF7 level in Finance or Accounting

Job description

Job title : Banking Advisor Wealth - Pietermaritzburg

Job Location : KwaZulu-Natal, Pietermaritzburg

Deadline : October 05, 2025

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.

Responsibilities

• 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.
• 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.
• Develop, encourage and nurture collaborative relationships across the FRG.
• Continuously assess own performance, seek timely and clear feedback and request training where appropriate.
• Contribute to innovation by finding faster and more accurate ways of working.
• Provide an efficient administration service through careful and timeous planning, reporting and updating of all relevant information.
• Develop and manage key stakeholder relationships that enable achievement of operational objectives.
• Deliver exceptional and high-quality service that exceeds customers' expectations through proactive, innovative and appropriate solutions.
• Act responsibly with work related resources in order to contribute to cost containment.
• Ensure growth and increase in customer base by ensuring the management of existing clients, generates new leads and grows active customer account base.
• Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialisation.
• Provide sound services and recommendations based on customer and client needs, current information and trends.
• Achieve expected financial targets and uphold associated service levels.

Qualifications

• Minimum Qualification - RE5 Certificate with a Degree NQF7 level in Finance or Accounting
• Experience - 2 to 3 years’ experience within a Sales / Service area of a financial environment.
• A person must not be unrehabilitated insolvent.

You will have access to

• Opportunities to network and collaborate.
• Challenging Working Opportunities to innovate.

We can be a match if you are

• Curious & courageous - you are driven by always wanting to know more and learn more and you are brave enough to
• Obsessed with mastery - you know what it takes to become good at what you do and are constantly pushing yourself to do it.
• Ensure growth and increase in customer base by ensuring the management of existing clients, generates new leads and grows active customer account base.
• Comply with relevant statutory, legislative, policy and governance requirements and set processes and procedures related to specialization.

End Date

End Date : September 28, 2025