Private Wealth Growth Advisor

FirstRand Bank India; Polokwane; On-site; ZAR 600,000 - 900,000; Full time

Job summary

FirstRand Bank India in Polokwane is seeking a Private Wealth Client Manager to support a team of Private Bankers by analysing client portfolios, delivering tailored financial advice and uncovering opportunities to grow new and existing client relationships.

You will collaborate with relationship managers, monitor market trends, prepare reports, and ensure compliance with governance standards while striving to meet growth targets and deliver high-quality service to clients.

Responsibilities

• Proactively manage a portfolio of Private Wealth Clients with a team of Private Bankers through analysis, research and sales and service fulfilment.
• Identify opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management.
• Provide sound services and recommendations based on customer and client needs, current information and trends.
• Develop and manage key stakeholder relationships to enable achievement of operational objectives.
• Ensure growth and increase in customer base by managing existing clients, generating new leads and growing active customer account base.

Job description

FirstRand Bank India in Polokwane is seeking a Private Wealth Client Manager to support a team of Private Bankers by analysing client portfolios, delivering tailored financial advice and uncovering opportunities to grow new and existing client relationships.

You will collaborate with relationship managers, monitor market trends, prepare reports, and ensure compliance with governance standards while striving to meet growth targets and deliver high-quality service to clients.