Banking Advisor

2 weeks ago


Sandton, South Africa FirstRand Bank Limited Full time
Description
  • Assist in managing a portfolio of Private Wealth Clients along with a team of Private Bankers by providing analysis, research, and sales and service fulfillment to identify new banking opportunities and grow the existing client base through effective stakeholder management.
  • Act responsibly with work resources to contribute to cost containment.
  • Achieve financial targets and maintain service levels.
  • Provide exceptional advice that exceeds customers' expectations through proactive and innovative solutions.
  • Foster a culture of service excellence, strong relationships, and feedback.
  • Offer quality services and recommendations based on customer needs and trends.
  • Develop and maintain key stakeholder relationships to meet operational goals.
  • Drive growth by managing existing clients, generating leads, and expanding the customer base.
  • Identify opportunities to grow the customer base with creditworthy individuals.
  • Ensure efficient administration through planning, reporting, and updating information.
  • Adhere to statutory, policy, and procedural requirements.
  • Compile progress reports for informed decision-making.
  • Manage the leads pipeline effectively.
  • Support sales through client portfolio analysis.
  • Contribute to innovation and efficient work methods.
  • Assist in profit growth through client acquisition.
  • Promote financial services solutions within the business offering.
  • Continuously assess performance, seek feedback and training when needed.
  • Foster collaborative relationships across the organization.
Job DetailsApplication Closing Date01/06/24All appointments will be aligned with FirstRand Group's Employment Equity plan. The Bank is committed to diversity and inclusion, including supporting individuals with disabilities. Candidates can voluntarily disclose disability information, which will be kept confidential unless required by law to disclose it.
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