Private Banking Client Advisor

RMB; Cape Town; On-site; ZAR 640,000 - 760,000; Full time

Job summary

FNB Private Clients in Cape Town is seeking a Private Clients Advisor to support a portfolio through analysis, research and service fulfilment. You will identify opportunities to acquire new clients and grow existing ones through strong stakeholder management and proactive client engagement.

Ideal candidates hold an NQF7 degree in Finance, Economics or Accounting, have RE5 qualification, and 2–3 years’ sales/service experience in banking.

Qualifications

• Relevant NQF7 level degree in Finance, Economics or Accounting.
• RE5 qualification completed.
• 2–3 years’ experience in a Sales/Service banking/financial environment.

Responsibilities

• Provide sound services and recommendations based on customer needs and trends.
• Administer planning, reporting, and updating of information for clients.
• Compile reports to track progress and guide business decisions.
• Ensure effective management of the leads pipeline.
• Support sales via portfolio analysis and proactive client engagement.
• Assist with profit growth through new client acquisition.
• Meet financial targets and uphold service levels.
• Identify opportunities to expand the customer base and grow existing accounts.
• Develop and nurture stakeholder relationships to achieve objectives.

Skills

Sales experience

Stakeholder management

Client portfolio analysis

Reporting and planning

Education

NQF7 degree in Finance/Economics/Accounting

RE5 qualification

Job description

FNB Private Clients in Cape Town is seeking a Private Clients Advisor to support a portfolio through analysis, research and service fulfilment. You will identify opportunities to acquire new clients and grow existing ones through strong stakeholder management and proactive client engagement.

Ideal candidates hold an NQF7 degree in Finance, Economics or Accounting, have RE5 qualification, and 2–3 years’ sales/service experience in banking.