Wealth Advisor, Private Banking & Portfolio Growth

Wesbank; Polokwane; On-site; ZAR 420,000 - 540,000; Full time

Job summary

FNB in Polokwane seeks an experienced Banking Advisor Wealth to pro-actively manage a portfolio of affluent clients with a Private Bankers team, delivering analysis, sales and service fulfilment to grow the client base and revenue.

You will build stakeholder relationships, market financial services solutions, and contribute to a culture of service excellence while meeting regulatory requirements and targets.

Qualifications

• Relevant Bachelor's Degree - NQF 7, FSCA-approved.
• RE5 Regulatory Compliance Certificates with relevant COB (Class of Business).
• Meet all requirements on SUB-CATS.

Responsibilities

• Pro-actively manage a portfolio of affluent clients with a team of Private Bankers through provision of analysis, research, sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management.
• Build and manage stakeholder relationships to enable operational success.
• Maintain strong internal partnerships that support Private Bankers and enhance client satisfaction.
• 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.
• Consistently produce high-quality outputs within agreed deadlines.

Skills

Relationship building

Stakeholder management

Sales and service excellence

Education

Bachelor's Degree - NQF 7

Job description

FNB in Polokwane seeks an experienced Banking Advisor Wealth to pro-actively manage a portfolio of affluent clients with a Private Bankers team, delivering analysis, sales and service fulfilment to grow the client base and revenue.

You will build stakeholder relationships, market financial services solutions, and contribute to a culture of service excellence while meeting regulatory requirements and targets.