Wealth Banking Advisor — Private Client Growth

RMB; Rustenburg; On-site; ZAR 580,000 - 625,000; Full time

Job summary

FNB in Rustenburg is seeking a Banking Advisor Wealth to support a Private Wealth team in managing client portfolios and delivering high-quality financial advice. The role focuses on analysis, research and proactive engagement to grow the client base and portfolio value.

The ideal candidate has a finance-related degree, RE5, and 3–5 years in banking or financial services sales/service, with a passion for wealth management.

Qualifications

• Bachelor’s Degree in finance-related field and RE5 qualification are required.
• 3–5 years’ experience in a Sales/Service banking or financial services role.
• Knowledge of private wealth products and investment options is beneficial.

Responsibilities

• Assist in proactively managing a portfolio of Private Wealth Clients.
• Provide analysis, research and service fulfilment to identify opportunities.
• Support leads pipeline and engage clients pro-actively.
• Contribute to profit growth through new client acquisition and cross-sell.

Skills

Sales experience

Client portfolio analysis

Stakeholder management

Financial services knowledge

Education

Bachelor’s Degree (NQF7) in Finance, Economics or Accounting

RE5 qualification

Job description

FNB in Rustenburg is seeking a Banking Advisor Wealth to support a Private Wealth team in managing client portfolios and delivering high-quality financial advice. The role focuses on analysis, research and proactive engagement to grow the client base and portfolio value.

The ideal candidate has a finance-related degree, RE5, and 3–5 years in banking or financial services sales/service, with a passion for wealth management.