Private Wealth Banking Advisor | Grow Portfolios

Fnbnamibia; Rustenburg; On-site; ZAR 548,000 - 741,000; Full time

Job summary

FNB in Rustenburg seeks a Banking Advisor Wealth to proactively manage a portfolio of Private Wealth clients. You will deliver analysis, research and service fulfilment, while identifying growth opportunities and expanding the client base through proactive engagement.

As part of the Private Wealth and Advisory Team, you will collaborate with Private Bankers, market financial solutions, and ensure governance compliance. A RE5 qualification and a Finance/Economics background are expected.

Qualifications

• Bachelor’s degree in Finance, Economics or Accounting.
• RE5 qualification completed.
• 3–5 years in sales/service within banking or financial services.

Responsibilities

• Provide sound services and recommendations based on customer needs and trends.
• Provide efficient administration through careful planning, reporting and updating of information.
• Compile reports to track progress and guide decision-making.
• Manage leads pipeline and support sales through portfolio analysis and engagement.

Skills

Financial analysis

Client advisory

Sales

Stakeholder management

Education

Bachelor’s Degree in Finance or Economics

RE5 qualification

Job description

FNB in Rustenburg seeks a Banking Advisor Wealth to proactively manage a portfolio of Private Wealth clients. You will deliver analysis, research and service fulfilment, while identifying growth opportunities and expanding the client base through proactive engagement.

As part of the Private Wealth and Advisory Team, you will collaborate with Private Bankers, market financial solutions, and ensure governance compliance. A RE5 qualification and a Finance/Economics background are expected.