Wealth Banking Advisor – Private Client Growth

FirstRand Bank Limited; Stellenbosch; On-site; ZAR 600,000 - 900,000; Full time

Job summary

FirstRand Bank Limited, Stellenbosch, is seeking a professional to assist in proactively managing a portfolio of RMB Private Wealth Clients with a team of Private Advisors. The role involves analysis, research, and sales support to grow new and existing client relationships through effective stakeholder management.

Key responsibilities include maintaining leads, preparing reports, and delivering high-quality advisory services to meet financial targets.

Qualifications

• Relevant NQF7 Level Degree in Finance, Economics or Accounting.
• Completed RE5 qualification
• Have 2 - 3 years’ experience within a Sales/Service area of a banking / financial environment.

Responsibilities

• Provide sound services and recommendations based on customer and client needs, current information, and trends.
• Provide an efficient administration service through careful and timeous planning, reporting, and updating of all relevant information.
• Compile reports that track progress and guide business to make informed decisions.
• Ensure effective management of the leads pipeline.
• Support sales through analysis of client portfolio and pro-active client engagement.
• Assist with profit growth for the business through sales and acquisition of new clients.
• Achieve expected financial targets and uphold associated service levels.
• Identify opportunities to expand our customer base with creditworthy and potentially profitable customers.
• Ensure growth and increase in customer base by managing existing clients, generating new leads and growing active customer account base.
• Act responsibly with work related resources to contribute to cost containment.
• Deliver exceptional and high-quality advice that exceeds customers’ expectations through proactive, innovative, and appropriate solutions.
• Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.
• Develop and manage key stakeholder relationships that enable achievement of operational objectives.
• Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialisation.
• Contribute to innovation by finding faster and more accurate ways of working.
• Understand and market all financial services solutions within the relevant business offering.
• Continuously assess own performance, seek timely and clear feedback and request training where appropriate.
• Develop, encourage and nurture collaborative relationships within RMB and/or across the First Rand Group (FRG).

Skills

Sales/Service experience

Education

Relevant NQF7 Level Degree in Finance, Economics or Accounting

Completed RE5 qualification

Job description

FirstRand Bank Limited, Stellenbosch, is seeking a professional to assist in proactively managing a portfolio of RMB Private Wealth Clients with a team of Private Advisors. The role involves analysis, research, and sales support to grow new and existing client relationships through effective stakeholder management.

Key responsibilities include maintaining leads, preparing reports, and delivering high-quality advisory services to meet financial targets.