Banking Advisor
4 days ago
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Job Description
- The Banking Advisor Academy role involves proactively managing a portfolio of affluent clients alongside a team of Private Bankers, focusing on analysis, research, sales, and service fulfillment to identify opportunities for acquiring new clients and expanding existing client portfolios. Incubation training period of 3-6 months. Key responsibilities include building trust-based relationships, fostering a culture of service excellence, marketing financial services solutions, managing the leads pipeline to drive profit growth, and consistently delivering high-quality outputs within set deadlines.
- Welcome to FNB, the home of the changeables.
- We design shapeshifters and deliver products and services that make us incredibly proud of people that make it happen. As part of our Private Banking & Advisory Team, you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious.
- Now's the time to imagine your potential in a team where experts come together and ignite effective change.
You will be an ideal candidate if you:
- Minimum Qualification - RE5 Certificate with a Degree NQF7 (FSCA Approved) level in Finance or Accounting
- Experience Required - 2 to 3 years' experience within a Sales/Service area of a financial environment, Banking would be preferred.
- A person must not be unrehabilitated insolvent.
You will have access to:
- Opportunities to network and collaborate.
- Challenging Working Opportunities to innovate.
We can be a match if you are:
- Curious & courageous - you are driven by always wanting to know more and learn more and you are brave enough to Obsessed with mastery - you know what it takes to become good at what you do and are constantly pushing yourself to do it.
- Ensure growth and increase in customer base by ensuring the management of existing clients, generates new leads and grows active customer account base.
- Comply with relevant statutory, legislative, policy and governance requirements and set processes and procedures related to specialization.
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