Private Wealth Banking Advisor — Grow Portfolios

Wesbank; Rustenburg; On-site; ZAR 600,000 - 700,000; Full time

Job summary

FNB's Private Wealth and Advisory Team in Rustenburg seeks a Banking Advisor Wealth to proactively manage a portfolio of Private Wealth clients with a team of Private Bankers, providing analysis, research and service fulfilment to identify opportunities for growth. You will build and sustain strong stakeholder relationships and ensure service excellence.

The ideal candidate holds a Bachelor’s Degree with RE5, 3–5 years’ banking sales/service experience, and broad knowledge across long-term

Qualifications

• Bachelor’s Degree, NQF7 Level in Finance, Economics or Accounting.
• RE5 qualification completed.
• 3–5 years in Sales/Service within banking/financial services.

Responsibilities

• Provide sound services and recommendations based on client needs and trends.
• Maintain efficient administration with timely planning, reporting, and updating information.
• Compile reports to track progress and guide business decisions.
• Manage leads pipeline and support sales through client portfolio analysis.
• Assist growth through acquisition of new clients and revenue opportunities.

Skills

Sales/Service experience

Stakeholder management

Client engagement

Analytical ability

Education

Bachelor’s Degree, NQF7 Level in Finance, Economics or Accounting

RE5 qualification

Job description

FNB's Private Wealth and Advisory Team in Rustenburg seeks a Banking Advisor Wealth to proactively manage a portfolio of Private Wealth clients with a team of Private Bankers, providing analysis, research and service fulfilment to identify opportunities for growth. You will build and sustain strong stakeholder relationships and ensure service excellence.

The ideal candidate holds a Bachelor’s Degree with RE5, 3–5 years’ banking sales/service experience, and broad knowledge across long-term