Wealth Banking Advisor for Private Clients

FirstRand Bank Limited; Gauteng; On-site; ZAR 300 000 - 500 000; Full time

Job summary

A leading financial institution in South Africa is seeking a candidate to assist in managing a portfolio of Private Wealth Clients. You will provide analysis, research, and fulfill sales and service needs, aiming to identify opportunities for new clients and grow existing portfolios. The ideal candidate has a relevant university degree, experience in sales or service roles in a banking environment, and strong stakeholder management abilities. This role involves achieving financial targets while delivering exceptional service.

Qualifications

• 2 - 3 years' experience within a Sales/Service area of a banking/financial environment.
• Ability to provide sound services and recommendations based on current information and trends.
• Proficiency in compiling reports that track progress and guide business decisions.

Responsibilities

• Assist in managing a portfolio of FNB Private Wealth Clients.
• Provide an efficient administration service through careful planning.
• Support sales through analysis of client portfolio and proactive engagement.

Skills

Sales and service fulfilment

Stakeholder management

Client engagement

Analytical skills

Education

Relevant NQF7 Level Degree in Finance, Economics or Accounting

Completed RE5 qualification

Job description

A leading financial institution in South Africa is seeking a candidate to assist in managing a portfolio of Private Wealth Clients. You will provide analysis, research, and fulfill sales and service needs, aiming to identify opportunities for new clients and grow existing portfolios. The ideal candidate has a relevant university degree, experience in sales or service roles in a banking environment, and strong stakeholder management abilities. This role involves achieving financial targets while delivering exceptional service.