Private Banking Advisor for Wealthy Clients

Firstrand Bank Limited; eMalahleni; On-site; ZAR 350,000 - 520,000; Full time

Job summary

Firstrand Bank Limited is seeking a Banking Advisor within Private Banking & Advisory to assist in proactively managing a portfolio of affluent clients. You will provide analysis, research, sales and service fulfilment to identify opportunities for banking new clients and growing existing client relationships through effective stakeholder management.

You will contribute to service excellence, market financial solutions, support profit growth, and maintain a strong leads pipeline while developing

Qualifications

• 2–3 years’ experience in a Sales/Service area of a financial environment.
• RE5 Certificate with a Degree in Finance or Accounting.
• Strong customer relationship and service orientation.

Responsibilities

• Contribute to a culture of service excellence, building positive relationships.
• Market and understand all financial services solutions within the relevant business offering.
• Assist with profit growth and manage leads pipeline.
• Develop and nurture stakeholder relationships across the FRG.
• Deliver high-quality service through proactive, innovative solutions.

Skills

Sales

Customer service

Communication

Education

RE5 Certificate with a Degree in Finance or Accounting

Job description

Firstrand Bank Limited is seeking a Banking Advisor within Private Banking & Advisory to assist in proactively managing a portfolio of affluent clients. You will provide analysis, research, sales and service fulfilment to identify opportunities for banking new clients and growing existing client relationships through effective stakeholder management.

You will contribute to service excellence, market financial solutions, support profit growth, and maintain a strong leads pipeline while developing