Private Banking Advisor Wealth

Findojobs South Africa; Mpumalanga; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A leading South African financial institution is seeking a Banking Advisor to manage a portfolio of Private Wealth Clients. The ideal candidate will have an RE5 Certificate and a degree in Finance or Accounting, along with 2 to 3 years of experience in a financial sales environment. This role offers the chance to contribute to service excellence, build relationships, and achieve financial targets in a dynamic team environment.

Benefits

Opportunities to network and collaborate

Challenging opportunities to innovate

Qualifications

• RE5 Certificate with a Degree at NQF level 7 in Finance or Accounting.
• 2 to 3 years of experience in sales or service within a financial environment.
• Not unrehabilitated insolvent.

Responsibilities

• Manage a portfolio of Private Wealth Clients and work with Private Bankers.
• Identify opportunities for new banking clients and grow existing portfolios.
• Contribute to a culture of service excellence and build positive relationships.
• Ensure effective management of the leads pipeline.
• Develop collaborative relationships and assess performance continuously.
• Provide high-quality service that exceeds customer expectations.
• Achieve financial targets and maintain service levels.

Job description

Description

To assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through analysis, research, sales, and service fulfillment. The goal is to identify opportunities for new banking clients and grow existing client portfolios through effective stakeholder management.

Hello future Banking Advisor

Welcome to FNB, the home of chargeables. We design shapeshifters and deliver products and services that make us proud of the people who make it happen. As part of our Private Banking & Advisory Team, you will be surrounded by unique talents, diverse minds, and an adaptable environment that encourages curiosity.

Now is the time to imagine your potential in a team where experts come together to create meaningful change.

Are You Someone Who Can:

• Contribute to a culture of service excellence, building positive relationships and providing opportunities for feedback and exceptional service.
• Understand and market all financial services solutions within the relevant business offerings.
• Assist with profit growth for the business.
• Ensure effective management of the leads pipeline.
• Develop, encourage, and nurture collaborative relationships across the FRG.
• Continuously assess your performance, seek feedback, and request training when needed.
• Contribute to innovation by finding faster and more accurate ways of working.
• Provide efficient administration through careful planning, reporting, and updating relevant information.
• Manage key stakeholder relationships to achieve operational objectives.
• Deliver high-quality service that exceeds customer expectations through proactive and innovative solutions.
• Use work resources responsibly to help contain costs.
• Grow the customer base by managing existing clients, generating new leads, and expanding active accounts.
• Comply with statutory, legislative, policy, and governance requirements, as well as internal processes.
• Provide sound advice based on customer needs, current information, and trends.
• Achieve financial targets and maintain service levels.

You Will Be an Ideal Candidate If You:

• Hold an RE5 Certificate with a Degree at NQF level 7 in Finance or Accounting.
• Have 2 to 3 years of experience in sales or service within a financial environment.
• Are not unrehabilitated insolvent.

You Will Have Access To:

• Opportunities to network and collaborate.
• Challenging opportunities to innovate.

We Can Be a Match If You Are:

• Curious and courageous, driven by a desire to learn and improve, and brave enough to take risks.
• Obsessed with mastery, constantly pushing yourself to excel.

Job Details

Please note that applications will not be accepted after 30/07/2025. Submit your application before the deadline.

All appointments will align with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. Candidates may disclose disability information voluntarily; this will be kept confidential unless required by law.