Private Wealth Banking Advisor - Client Growth and Advisory

FNB South Africa; Cape Town; Presencial; ZAR 420.000 - 680.000; Jornada completa

Descripción de la vacante

FNB South Africa is seeking an analytics-driven Private Banking professional to support Private Bankers in managing a portfolio of clients. You will deliver strategic analyses, research, and sales support to identify opportunities for new business and portfolio growth.

The role emphasizes stakeholder management, servicing excellence, and collaboration within the Private Banking team to achieve revenue targets and deliver superior client experiences.

Formación

• Must hold a relevant NQF7 degree in Finance, Economics or Accounting.
• RE5 qualification completed.
• 2–3 years' experience in a Sales/Service banking or financial environment.

Responsabilidades

• Provide sound services and recommendations based on customer needs and trends.
• Maintain an efficient administration service with planning and reporting.
• Compile reports that track progress and guide decisions.
• Manage the leads pipeline and support sales through client portfolio analysis.
• Contribute to profit growth via sales and acquisition of new clients.
• Deliver high-quality, proactive financial advice to clients.

Conocimientos

Client analysis

Lead management

Sales & service orientation

Stakeholder management

Report writing

Educación

NQF7 Finance/Economics/Accounting

RE5 qualification

Descripción del empleo

FNB South Africa is seeking an analytics-driven Private Banking professional to support Private Bankers in managing a portfolio of clients. You will deliver strategic analyses, research, and sales support to identify opportunities for new business and portfolio growth.

The role emphasizes stakeholder management, servicing excellence, and collaboration within the Private Banking team to achieve revenue targets and deliver superior client experiences.