Private Banking Advisor: Grow Affluent Portfolios

FirstRand Bank Limited; Ermelo; On-site; ZAR 600,000 - 900,000; Full time

Job summary

FirstRand Bank Limited is seeking a Banking Advisor to assist in proactively managing a portfolio of affluent clients with a team of Private Bankers. You will provide analysis, research, sales and service to identify opportunities and grow the client base, through effective stakeholder management.

Ideal candidates will have RE5 with a finance-related degree and 2–3 years’ sales/service experience in financial services, with a focus on building relationships and generating new leads.

Qualifications

• 2 to 3 years’ experience within a Sales/Service area of a financial environment.
• RE5 Certificate with a Degree NQF7 level in Finance or Accounting.

Responsibilities

• Assist in managing a portfolio of affluent clients with Private Bankers.
• Contribute to grow the existing client base and generate new leads.
• Provide analysis, research, sales and service fulfilment to identify banking opportunities.
• Develop and maintain stakeholder relationships across the FRG.
• Ensure efficient administration through planning, reporting and updating information.

Skills

Sales experience

Client relationship

Financial services

Stakeholder management

Analytical skills

Education

RE5 Certificate

Finance degree

Tools

CRM software

Excel

Job description

FirstRand Bank Limited is seeking a Banking Advisor to assist in proactively managing a portfolio of affluent clients with a team of Private Bankers. You will provide analysis, research, sales and service to identify opportunities and grow the client base, through effective stakeholder management.

Ideal candidates will have RE5 with a finance-related degree and 2–3 years’ sales/service experience in financial services, with a focus on building relationships and generating new leads.