Private Wealth Advisor - Growth & Client Banking

FirstRand Bank Limited; George; On-site; ZAR 420,000 - 600,000; Full time

Job summary

FirstRand Bank Limited is seeking a Private Wealth professional to assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers. You will provide analysis, research and sales/service fulfilment to identify opportunities for banking new clients and growing existing portfolios.

You will build strong stakeholder relationships, compile reports, and support profit growth through proactive client engagement while upholding service levels and governance

Qualifications

• Provide sound services and recommendations based on customer and client needs, current information, and trends.
• 2-3 years' experience within a Sales/Service area of a banking/financial environment.
• Relevant degree in Finance, Economics or Accounting with RE5 qualification.

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 proactive client engagement.
• Assist with profit growth for the business through sales and acquisition of new clients.
• Deliver exceptional and high-quality advice that exceeds customers' expectations.

Skills

Customer service

Sales

Analysis

Stakeholder management

Education

Relevant NQF7 Level Degree in Finance, Economics or Accounting

RE5 qualification

Job description

FirstRand Bank Limited is seeking a Private Wealth professional to assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers. You will provide analysis, research and sales/service fulfilment to identify opportunities for banking new clients and growing existing portfolios.

You will build strong stakeholder relationships, compile reports, and support profit growth through proactive client engagement while upholding service levels and governance