Private Wealth Banking Advisor

FNB South Africa; George; On-site; ZAR 360,000 - 520,000; Full time

Job summary

FNB South Africa is seeking a Private Banking professional to assist in managing a portfolio of high-value clients with Private Bankers, delivering analysis, research and service fulfilment to grow the client portfolio and identify new banking opportunities. You will work with a team to meet financial targets and uphold service levels.

The role focuses on developing stakeholder relationships, providing high-quality advice, and contributing to growth through proactive client engagement and

Qualifications

• NQF7 degree in finance, economics or accounting.
• RE5 qualification.
• 2-3 years of experience in a Sales/Service area of banking/financial environment.

Responsibilities

• Provide sound services and recommendations based on customer needs and trends.
• Efficient administration through planning, reporting and updating relevant information.
• Compile reports tracking progress to guide business decisions.
• Manage the leads pipeline effectively.
• Support sales through analysis of client portfolios and proactive engagement.
• Assist with profit growth through sales and acquisition of new clients.

Skills

Sales experience

Customer service

Financial services knowledge

Education

NQF7 Degree in Finance/Economics/Accounting

RE5 qualification

Job description

FNB South Africa is seeking a Private Banking professional to assist in managing a portfolio of high-value clients with Private Bankers, delivering analysis, research and service fulfilment to grow the client portfolio and identify new banking opportunities. You will work with a team to meet financial targets and uphold service levels.

The role focuses on developing stakeholder relationships, providing high-quality advice, and contributing to growth through proactive client engagement and