Private Wealth Banking Advisor

FirstRand Bank Limited; Mbombela (Nelspruit); On-site; ZAR 360,000 - 480,000; Full time

Job summary

FirstRand Bank Limited is seeking a Banking Advisor in Private Wealth to support a team of Private Bankers by providing analysis, research and service fulfilment. The role focuses on expanding a portfolio of clients and identifying opportunities for new business through proactive relationship management.

The ideal candidate has 2–3 years’ sales/service experience in financial services and an RE5 with a Finance or Accounting degree.

Qualifications

• RE5 certificate with a degree in finance or accounting required.
• 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 a team of Private Bankers.
• Identify opportunities to grow the client base and pipeline through effective stakeholder management.
• Provide analysis, research and service fulfilment to drive banking product uptake.

Skills

Sales experience

Client relations

Education

RE5 Certificate with a Degree NQF7 in Finance or Accounting

Job description

FirstRand Bank Limited is seeking a Banking Advisor in Private Wealth to support a team of Private Bankers by providing analysis, research and service fulfilment. The role focuses on expanding a portfolio of clients and identifying opportunities for new business through proactive relationship management.

The ideal candidate has 2–3 years’ sales/service experience in financial services and an RE5 with a Finance or Accounting degree.