Private Wealth Banking Advisor

FirstRand Bank Limited; Ermelo; On-site; ZAR 300,000 - 420,000; Full time

Job summary

FirstRand Bank Limited invites a Banking Advisor to join its Private Banking & Advisory Team, helping manage a portfolio of Private Wealth Clients alongside Private Bankers. You will contribute through analysis, research and sales/service fulfilment to identify opportunities for banking new clients and growing existing relationships.

The role emphasizes service excellence, proactive solutions, and effective stakeholder engagement within a regulated financial environment.

Qualifications

• Minimum qualification: RE5 Certificate with a Degree NQF7 level in Finance or Accounting.
• Experience: 2–3 years’ experience in a Sales/Service area of a financial environment.

Responsibilities

• Assist in proactively managing a portfolio of Private Wealth Clients with Private Bankers.
• Identify opportunities for banking new clients and growing existing client portfolios.
• Develop and nurture collaborative stakeholder relationships across FRG.
• Maintain leads pipeline and provide timely updates and reporting.

Skills

Sales experience

Service orientation

Stakeholder management

Lead generation

Education

RE5 Certificate

Degree NQF7 in Finance or Accounting

Job description

FirstRand Bank Limited invites a Banking Advisor to join its Private Banking & Advisory Team, helping manage a portfolio of Private Wealth Clients alongside Private Bankers. You will contribute through analysis, research and sales/service fulfilment to identify opportunities for banking new clients and growing existing relationships.

The role emphasizes service excellence, proactive solutions, and effective stakeholder engagement within a regulated financial environment.