Private Wealth Advisor – Grow Portfolios & Impact

FirstRand Limited; Rustenburg; On-site; ZAR 600,000 - 900,000; Full time

Job summary

FirstRand Limited’s FNB Private Wealth and Advisory Team in South Africa seeks a professional to assist in managing a portfolio of Private Wealth Clients through analysis, research and sales fulfilment. You will identify opportunities for banking new clients and grow existing portfolios while maintaining stakeholder relationships.

The role involves providing sound recommendations, efficient administration, reporting, pipeline management, and proactive engagement to meet financial targets and

Qualifications

• Must have Bachelor's Degree, NQF7 Level in Finance, Economics or Accounting.
• Completed RE5 qualification
• Have working experience i.e. from 3 - 5 years' experience within a Sales/Service area of a banking / financial services environment or Insurance and investments.

Responsibilities

• Provide sound services and recommendations based on customer and client needs, current information, and trends.
• Provide an efficient administration service through careful and timeous planning, reporting, and updating of all relevant information.
• Compile reports that track progress and guide business to make informed decisions.
• Ensure effective management of the leads pipeline.
• Support sales through analysis of client portfolio and pro-active client engagement.
• Assist with profit growth for the business through sales and acquisition of new clients.
• Achieve expected financial targets and uphold associated service levels.
• Identify opportunities to expand our customer base with creditworthy and potentially profitable customers.

Skills

Portfolio analysis

Lead management

Sales support

Customer service

Report compilation

Education

Bachelor's Degree, NQF7 Level in Finance, Economics or Accounting

RE5 qualification

Job description

FirstRand Limited’s FNB Private Wealth and Advisory Team in South Africa seeks a professional to assist in managing a portfolio of Private Wealth Clients through analysis, research and sales fulfilment. You will identify opportunities for banking new clients and grow existing portfolios while maintaining stakeholder relationships.

The role involves providing sound recommendations, efficient administration, reporting, pipeline management, and proactive engagement to meet financial targets and