Private Banking Advisor — Grow Affluent Client Relationships

FNB South Africa; Cape Town; On-site; ZAR 480,000 - 620,000; Full time

Job summary

FNB South Africa is seeking to enhance proactive management of an affluent client portfolio by partnering with Private Bankers to deliver insightful analysis, conduct research, and ensure seamless execution of sales and service activities. The role focuses on identifying opportunities to onboard new clients and expand relationships with existing ones.

You will work within the Private Banking and Advisory Team to deliver high-quality advice and develop stakeholder relationships across the bank,

Qualifications

• NQF7 Level Degree in Finance, Economics or Accounting required.
• RE5 qualification required.

Responsibilities

• Provide sound services and recommendations based on customer needs, trends and information.
• Compile reports that track progress and guide business decisions.
• Manage the leads pipeline and support sales through client portfolio analysis.
• Assist with profit growth through acquisition of new clients.
• Aim to achieve financial targets and uphold service levels.
• Identify opportunities to expand the customer base with creditworthy clients.
• Grow the active customer account base by nurturing relationships.

Education

NQF7 Level Degree in Finance, Economics or Accounting

RE5 qualification

Job description

FNB South Africa is seeking to enhance proactive management of an affluent client portfolio by partnering with Private Bankers to deliver insightful analysis, conduct research, and ensure seamless execution of sales and service activities. The role focuses on identifying opportunities to onboard new clients and expand relationships with existing ones.

You will work within the Private Banking and Advisory Team to deliver high-quality advice and develop stakeholder relationships across the bank,