Private Wealth Advisor & Growth Partner

FirstRand Bank India; George; On-site; ZAR 350,000 - 500,000; Full time

Job summary

FNB in George, South Africa, invites you to join a Private Banking and Advisory team to assist in proactively managing a portfolio of Private Wealth Clients with Private Bankers through analysis, research and service fulfilment, aiming to grow the client base and portfolio.

The role requires a finance/economics/accounting degree, RE5, and 2-3 years' sales/service banking experience. You will develop reports, manage leads, and support client engagement while ensuring compliance.

Qualifications

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

Responsibilities

• Provide sound services and recommendations based on client needs and current information.
• Produce reports that track progress and guide business decisions.
• Manage leads pipeline and support client engagement to drive sales.

Skills

Sales experience

Customer service

Stakeholder management

Education

NQF7 Degree in Finance, Economics or Accounting

Job description

FNB in George, South Africa, invites you to join a Private Banking and Advisory team to assist in proactively managing a portfolio of Private Wealth Clients with Private Bankers through analysis, research and service fulfilment, aiming to grow the client base and portfolio.

The role requires a finance/economics/accounting degree, RE5, and 2-3 years' sales/service banking experience. You will develop reports, manage leads, and support client engagement while ensuring compliance.