Private Wealth Banking Advisor — Cape Town

Fnbnamibia; Cape Town; Vor Ort; ZAR 555.000 - 665.000; Vollzeit

Zusammenfassung

FNB Cape Town seeks a Banking Advisor Wealth to proactively manage a portfolio of Private Wealth Clients, working with a team of Private Bankers to provide analysis, research, and service fulfilment. You will identify opportunities for banking new clients and growing existing relationships through effective stakeholder management.

You will deliver sound financial advice, maintain timely administration, and support revenue growth while meeting service levels and governance requirements in a

Qualifikationen

• Relevant NQF7 degree in Finance, Economics or Accounting.
• Completed RE5 qualification.
• 2–3 years’ experience in Sales/Service within a banking/financial environment.
• In accordance with National Credit Act (NCA), credit record check required.

Aufgaben

• Provide sound services and recommendations based on customer needs, current information, and trends.
• Provide an efficient administration service through careful and timely planning, reporting, and updating of all relevant information.
• Compile reports that track progress and guide business 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.
• Achieve expected financial targets and uphold service levels.
• Identify opportunities to expand our customer base with creditworthy and potentially profitable customers.
• Deliver high-quality advice and proactive, innovative, and appropriate solutions.
• Develop and manage key stakeholder relationships to achieve operational objectives.

Kenntnisse

Sales experience

Customer service

Portfolio analysis

Stakeholder management

Reporting

Ausbildung

NQF7 Degree in Finance, Economics or Accounting

RE5 qualification

Jobbeschreibung

FNB Cape Town seeks a Banking Advisor Wealth to proactively manage a portfolio of Private Wealth Clients, working with a team of Private Bankers to provide analysis, research, and service fulfilment. You will identify opportunities for banking new clients and growing existing relationships through effective stakeholder management.

You will deliver sound financial advice, maintain timely administration, and support revenue growth while meeting service levels and governance requirements in a