Banking Advisor Private Wealth
2 weeks ago
Private Banking Analyst Private Wealth page is loaded## Private Banking Analyst Private Wealthlocations: Bloemfonteintime type: Full timeposted on: Posted Todaytime left to apply: End Date: October 20, 2025 (6 days left to apply)job requisition id: R38374# **Job Description**To assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management.* Act responsibly with work related resources in order to contribute to cost containment.* Achieve expected financial targets and uphold associated service levels.* 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.* Provide sound services and recommendations based on customer and client needs, current information and trends.* Develop and manage key stakeholder relationships that enable achievement of operational objectives.* Ensure growth and increase in customer base by managing existing clients, generating new leads and growing active customer account base.* Identify opportunities to expand our customer base with creditworthy and potentially profitable customers.* Provide an efficient administration service through careful and timeous planning, reporting and updating of all relevant information.* Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialisation.* 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.* Contribute to innovation by finding faster and more accurate ways of working.* Assist with profit growth for the business through sales and acquisition of new clients.* 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 across the FRG.# # ****Job Details****# **Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.**20/10/25All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.Introduce yourself to our recruiters and we will get in touch if there's a role that seems like a good match.Should you have any queries, please log it via .#J-18808-Ljbffr
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Wealth Private Banking Advisor
4 days ago
Bloemfontein, South Africa FNB South Africa Full timeA leading South African bank is seeking a Private Banking Advisor to manage a portfolio of Private Wealth Clients. The role requires strong sales skills and the ability to develop relationships that enhance client satisfaction and business growth. Ideal candidates will hold an RE5 Certificate and have 2-3 years of experience in a financial environment. This...
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Banking Advisor Private Wealth
3 weeks ago
Bloemfontein, South Africa Rmbwestport Full timeBanking Advisor Private Wealth page is loaded## Banking Advisor Private Wealthlocations: Bloemfonteintime type: Full timeposted on: Posted Todaytime left to apply: End Date: November 21, 2025 (5 days left to apply)job requisition id: R38374# **Job Description**To assist in proactively managing a portfolio of Private Wealth Clients with a team of Private...
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Private Banking Advisor Private Affluent
1 week ago
Bloemfontein, South Africa FirstRand Namibia Limited Full timePrivate Banking Advisor Private Affluent page is loaded## Private Banking Advisor Private Affluentlocations: Bloemfonteinposted on: Posted Todaytime left to apply: End Date: November 30, 2025 (3 days left to apply)job requisition id: R35263# **Job Description**To assist in proactively managing a portfolio of Private Wealth Clients with a team of Private...
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Bloemfontein, South Africa RMB Nigeria Limited Full timeA leading financial institution in Bloemfontein seeks a Private Banking Advisor to manage a portfolio of Private Wealth Clients and drive growth through effective sales strategies and exceptional service. The ideal candidate will have a RE5 Certificate, a degree in Finance or Accounting, and 2 to 3 years of relevant experience. Join a dynamic team dedicated...
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Bloemfontein, South Africa Rmbwestport Full timeA major financial institution in Bloemfontein is seeking a Private Banking Advisor. In this role, you will manage a portfolio of Private Wealth Clients, ensuring exceptional service and relationship management. The ideal candidate has 2-3 years of experience in a financial environment and holds an RE5 Certificate with a degree in finance or accounting. The...
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Bloemfontein, South Africa FNB Namibia Full timeA leading financial institution in Bloemfontein is looking for a Private Banking Advisor to manage a portfolio of Private Wealth Clients. You will be responsible for building client relationships, ensuring exceptional service, and achieving financial targets. The ideal candidate will have 2-3 years of experience in a sales environment, an RE5 Certificate,...
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Bloemfontein, South Africa FirstRand Namibia Limited Full timeA financial services provider in Bloemfontein is seeking a Private Banking Advisor to manage a portfolio of Private Wealth Clients. Candidates should hold an RE5 Certificate and a degree at NQF7 level in Finance or Accounting, along with 2-3 years of relevant experience. The role emphasizes client relationship management and driving service excellence. This...
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Private Banking Advisor Private Affluent
4 days ago
Bloemfontein, South Africa FNB South Africa Full timePrivate Banking Advisor Private Affluent To assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective...
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Bloemfontein, South Africa Spane4all Full timeA financial services organization in Bloemfontein is looking for a Private Banking Advisor to assist in managing a portfolio of wealth clients. The ideal candidate should have a degree in Finance or Accounting and at least 2 years of experience in a financial services sales environment. The role requires excellent customer relationship management and...
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Private Banking Advisor Private Affluent
7 hours ago
Bloemfontein, Orange Free State, South Africa FirstRand Full time R600 000 - R1 200 000 per yearJob DescriptionTo assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder...
