Private Banking Advisor for Affluent Clients

FNB South Africa; Klerksdorp; On-site; ZAR 420,000 - 540,000; Full time

Job summary

FNB South Africa is seeking a Banking Advisor to support proactive management of affluent client portfolios. You will partner with Private Bankers to deliver analysis, conduct research, and ensure seamless execution of sales and service activities.

The role focuses on onboarding new clients and expanding relationships with existing ones. Join a dynamic Private Banking & Advisory team, with opportunities to network, innovate, and contribute to cost containment while delivering exceptional

Qualifications

• Minimum Qualification - RE5 Certificate with a Degree NQF7 level in Finance or Accounting.
• Experience - 3 to 5 years’ experience within a Sales/Service area of a financial environment.
• A person must not be unrehabilitated insolvent.

Responsibilities

• 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.

Skills

Sales experience

Customer service

Financial services knowledge

Relationship building

Education

RE5 Certificate

Degree in Finance or Accounting (NQF7)

Tools

CRM system

Job description

FNB South Africa is seeking a Banking Advisor to support proactive management of affluent client portfolios. You will partner with Private Bankers to deliver analysis, conduct research, and ensure seamless execution of sales and service activities.

The role focuses on onboarding new clients and expanding relationships with existing ones. Join a dynamic Private Banking & Advisory team, with opportunities to network, innovate, and contribute to cost containment while delivering exceptional