Wealth Banking Advisor | Private Client Growth

Fnbnamibia; Pretoria; On-site; ZAR 900,000 - 1,200,000; Full time

Job summary

FirstRand offers a role to assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers. You will provide analysis, research and sales and service fulfilment to identify opportunities for banking new clients and growing the portfolio through effective stakeholder management.

The position emphasizes responsible use of work resources, achieving financial targets and delivering high-quality advisory services that meet client needs while adhering to governance

Qualifications

• Experience in private banking or wealth management preferred.
• Strong stakeholder management and communication skills.
• Ability to analyze client portfolios and market trends.

Responsibilities

• Assist in proactively managing a portfolio of Private Wealth Clients alongside a team of Private Bankers.
• Provide analysis, research and sales and service fulfilment to identify opportunities for banking new clients.
• Grow the portfolio by developing new leads and expanding relationships with existing clients.

Job description

FirstRand offers a role to assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers. You will provide analysis, research and sales and service fulfilment to identify opportunities for banking new clients and growing the portfolio through effective stakeholder management.

The position emphasizes responsible use of work resources, achieving financial targets and delivering high-quality advisory services that meet client needs while adhering to governance