Private Wealth Banking Advisor: Grow Portfolios

Firstrand Bank Limited; Durban; On-site; ZAR 300,000 - 420,000; Full time

Job summary

Firstrand Bank Limited's Private Banking & Advisory Team is seeking a Banking Advisor to support a portfolio of Private Wealth Clients through analysis, research, sales and service fulfilment. You will help identify opportunities to bank new clients and grow existing relationships with strong stakeholder management.

Join a team committed to service excellence and innovative financial solutions, with opportunities to develop, network, and contribute to growth while complying with governance and

Qualifications

• Minimum Qualification - RE5 Certificate with a Degree NQF7 level in Finance or Accounting
• Experience - 2 to 3 years' experience within a Sales/Service area of a financial environment.
• A person must not be unrehabilitated insolvent.

Responsibilities

• Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.
• Understand and market all financial services solutions within the relevant business offering.
• Assist with profit growth for the business through.
• Ensure effective management of the leads pipeline.
• Develop, encourage and nurture collaborative relationships across the FRG.
• Continuously assess own performance, seek timely and clear feedback and request training where appropriate.
• Contribute to innovation by finding faster and more accurate ways of working.
• Provide an efficient administration service through careful and timeous planning, reporting and updating of all relevant information.
• Develop and manage key stakeholder relationships that enable achievement of operational objectives.
• Deliver exceptional and high-quality service that exceeds customers' expectations through proactive, innovative and appropriate solutions.
• Act responsibly with work related resources in order to contribute to cost containment.
• Ensure growth and increase in customer base by ensuring the management of existing clients, generates new leads and grows active customer account base.
• Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialisation.
• Provide sound services and recommendations based on customer and client needs, current information and trends.
• Achieve expected financial targets and uphold associated service levels.

Skills

Customer service

Sales experience

Relationship management

Financial services knowledge

Education

RE5 Certificate

NQF7 Degree in Finance or Accounting

Job description

Firstrand Bank Limited's Private Banking & Advisory Team is seeking a Banking Advisor to support a portfolio of Private Wealth Clients through analysis, research, sales and service fulfilment. You will help identify opportunities to bank new clients and grow existing relationships with strong stakeholder management.

Join a team committed to service excellence and innovative financial solutions, with opportunities to develop, network, and contribute to growth while complying with governance and