Private Banker Wealthy

2 weeks ago


Johannesburg, Gauteng, South Africa FirstRand Full time
Job Description


To proactively acquire new clients and develop, maintain and expand a client portfolio through high touch professional and personalised relationships with high-net-worth clients and the provision of holistic and appropriate solutions in meeting clients needs.


  • Identify, control and escalate potential risks which may lead to increased costs.
  • Manage costs or expenses within approved budget to achieve cost efficiencies.
  • Deliver against operational and cost targets.
  • Prioritise resource allocation in order to minimise and reduce wastage.
  • Drive adoption of digital and other selfservice options across client base.
  • Collaborate closely with relevant business units and FNB product houses as per strategy.
  • Be an ambassador for FNB as a financial service provider encompassing FNB internal values and ethical standards.
  • Ensure that the quality of advice remains high and consistent and in line with FNB's investment philosophy and product approved matrix.
  • Liaise and interact with clients and or customers via approved communication channels in a positive and helpful manner.
  • Respond to customer requests in a timely and efficient manner.
  • Increase the effectiveness and efficiency of operational services by communicating with and actioning stakeholder concerns.
  • Resolve customer dissatisfaction/complaints by taking ownership of the problem.
  • Analyse customer feedback to help improve customer service.
  • Ensure that delivery is accurate, timeous and of an acceptable standard.
  • Ensure that product or service knowledge and advice is technically accurate.
  • Know and understand customer needs in order to deliver a quality service.
  • Propose ideas to improve customer service.
  • Manage stakeholders and adhere to relevant SLA agreements
Job Details

Application Closing Date

26/01/24
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