Private Banking Advisor — Grow Affluent Portfolios

FirstRand Bank India; Ermelo; Vor Ort; ZAR 300.000 - 520.000; Vollzeit

Zusammenfassung

FirstRand Bank India is seeking a Banking Advisor to manage a portfolio of affluent clients within Private Banking & Advisory. You will provide analysis, research, sales and service to grow the client base and opportunities for banking new and existing clients.

You will build strong stakeholder relationships, market financial solutions, manage leads and contribute to innovation while maintaining rigorous governance and service standards.

Qualifikationen

• Minimum qualification: RE5 Certificate with a Degree NQF7 level in Finance or Accounting.
• 2–3 years’ experience within a Sales/Service area of a financial environment.
• Must not be an unrehabilitated insolvent.

Aufgaben

• Contribute to a culture of service excellence and build positive relationships.
• Market and explain financial services solutions within the relevant business offering.
• Assist with profit growth and manage the leads pipeline.
• Develop and nurture collaborative relationships across the FRG.
• Deliver high-quality service and proactive solutions to clients.

Kenntnisse

Sales experience

Customer service

Stakeholder management

Communication skills

Ausbildung

RE5 Certificate with a Degree NQF7 in Finance or Accounting

Jobbeschreibung

FirstRand Bank India is seeking a Banking Advisor to manage a portfolio of affluent clients within Private Banking & Advisory. You will provide analysis, research, sales and service to grow the client base and opportunities for banking new and existing clients.

You will build strong stakeholder relationships, market financial solutions, manage leads and contribute to innovation while maintaining rigorous governance and service standards.