Private Service Advisor

FirstRand group; Sandton; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading banking institution in Sandton seeks to provide exceptional service and support to clients. The role focuses on sales growth, managing relationships, and ensuring compliance with all regulatory requirements. Candidates must demonstrate strong service skills and the ability to generate new business opportunities. Applications are accepted until 30/10/25, promoting an inclusive recruitment process.

Qualifications

• Excellent service and solutions delivery knowledge.
• Ability to assist with profit growth through sales.
• Strong analysis skills to engage with client portfolios.

Responsibilities

• Provide advice and support for banking services.
• Engage with clients to grow and manage accounts.
• Comply with statutory and governance requirements.

Job description

Description

To provide advice, support and / or sales through excellent service and solutions delivery and product knowledge to ensure an excellent banking experience for customers

• Act responsibly with work related resources in order to contribute to cost containment
• Continuously assess own performance, seek timely and clear feedback and request training where appropriate
• Assist with profit growth for the business through sales and acquisition of new clients
• Support sales through analysis of client portfolio and pro‑active client engagement
• Understand and proactively engage to optimise client in terms of benefits, fees, returns and so forth
• Identify sales opportunities and ensure effective management of the leads pipeline
• Report on transactional and process activities within set guidelines to provide timely information for decision making
• Comply with relevant statutory, legislative, policy and governance requirements
• Provide an efficient administration service through careful and timeous planning, reporting and updating of all relevant information
• Address customer needs in order to meet or exceed customer expectations
• Ensure growth and increase in customer base by ensuring the management of existing clients, generates new leads and grows active customer account base
• Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service
• Achieve expected financial targets and uphold associated service levels

Job Details

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

30 / 10 / 25

All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.