Private Clients Advisor: Growth & Advisory Specialist

FirstRand Limited; Cape Town; On-site; ZAR 350,000 - 520,000; Full time

Job summary

FirstRand Limited is seeking a proactive Private Banking professional to assist in managing a portfolio of FNB Private Clients. You will analyse client needs, manage leads, and support advisors to grow the client base while delivering high-quality service and informed recommendations.

The role emphasizes portfolio analysis, proactive engagement, and achievement of financial targets within a collaborative FRG environment.

Qualifications

• Degree in finance, economics or accounting at NQF7 level.
• RE5 qualification completed.
• 2–3 years' experience in a sales/service banking environment.

Responsibilities

• Provide sound services and recommendations based on client needs and trends.
• Maintain efficient administration with planning, reporting and data updates.
• Compile reports to track progress and inform decisions.
• Manage the leads pipeline effectively.
• Support sales through portfolio analysis and proactive client engagement.
• Contribute to profit growth via new client acquisition.

Skills

Sales experience

Client relationship management

Analytical thinking

Education

NQF7 degree in Finance/Economics/Accounting

RE5 qualification

Job description

FirstRand Limited is seeking a proactive Private Banking professional to assist in managing a portfolio of FNB Private Clients. You will analyse client needs, manage leads, and support advisors to grow the client base while delivering high-quality service and informed recommendations.

The role emphasizes portfolio analysis, proactive engagement, and achievement of financial targets within a collaborative FRG environment.