Private Clients Advisor - Growth & Client Impact

Fnbnamibia; Cape Town; On-site; ZAR 546,000 - 654,000; Full time

Job summary

FNB Cape Town is seeking a Private Clients Advisor to proactively manage a portfolio of private clients with the support of Private Advisors. You will provide analysis, research and sales/service fulfilment to identify opportunities for banking new clients and growing existing portfolios through effective stakeholder engagement.

Ideal candidates have NQF7 in Finance/Economics/Accounting, RE5, and 2–3 years’ sales/service banking experience, with strong reporting and client engagement skills.

Qualifications

• Relevant NQF7 Level Degree in Finance, Economics or Accounting.
• RE5 qualification.
• 2-3 years’ experience within a Sales/Service area of a banking/financial environment.

Responsibilities

• Provide sound services and recommendations based on customer needs and trends.
• Assist with leads pipeline management and reporting.
• Support sales through analysis of client portfolios and proactive client engagement.
• Assist with profit growth through acquisition of new clients and cross-sell opportunities.
• Deliver high-quality financial advice and service in line with regulatory requirements.

Skills

Sales experience

Customer service

Analytical skills

Reporting

Stakeholder management

Education

NQF7 degree in Finance/Economics/Accounting

RE5 qualification

Job description

FNB Cape Town is seeking a Private Clients Advisor to proactively manage a portfolio of private clients with the support of Private Advisors. You will provide analysis, research and sales/service fulfilment to identify opportunities for banking new clients and growing existing portfolios through effective stakeholder engagement.

Ideal candidates have NQF7 in Finance/Economics/Accounting, RE5, and 2–3 years’ sales/service banking experience, with strong reporting and client engagement skills.