Banking Advisor Wealth-3
5 days ago
Banking Advisor – Wealth (3) Location: PretoriaPosition Type: Full TimePosted: TodayApplication Deadline: November 20 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 Job Requisition ID: R Applications will not be accepted after November 20. Please submit applications ahead of the closing date. Appointments will be made in line with FirstRand Group’s Employment Equity plan. Diversity & Inclusion The Bank supports the recruitment and advancement of individuals with disabilities. In order to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless required by law to disclose to other parties. Next Steps 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 the provided channel. #J-18808-Ljbffr
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Banking Advisor Wealth-3
3 weeks ago
Pretoria, South Africa Rmbwestport Full timeBanking Advisor Wealth-3 page is loaded## Banking Advisor Wealth-3locations : Pretoriatime type : Full timeposted on : Posted Todaytime left to apply : End Date : October 8, 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...
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Banking Advisor Wealth
1 week ago
Pretoria, South Africa Spane4all Full timeBanking Advisor Wealth page is loaded## Banking Advisor Wealthlocations: Pretoriatime type: Full timeposted on: Posted Todaytime left to apply: End Date: December 3, 2025 (6 days left to apply)job requisition id: R38873# **Job Description**Requirements: Must have RE5 Must have a degree/NQF level 7 (FSCA approved) 3 years sales and services experience To...
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Pretoria, South Africa FirstRand Namibia Limited Full timeA major banking institution in Pretoria seeks a Banking Advisor Wealth to manage Private Wealth Clients. The role involves achieving financial targets, delivering exceptional service, and developing key stakeholder relationships. The ideal candidate should possess a relevant degree and have 3 years of sales experience. This position offers a full-time...
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Banking Advisor Wealth
2 weeks ago
Pretoria, South Africa Wesbank Full timeBanking Advisor Wealth page is loaded## Banking Advisor Wealthlocations: Pretoriatime type: Full timeposted on: Posted Todaytime left to apply: End Date: November 23, 2025 (10 days left to apply)job requisition id: R40946# **Job Description**To assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through...
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Banking Advisor Wealth
2 weeks ago
Pretoria, South Africa FirstRand Namibia Limited Full timeBanking Advisor Wealth page is loaded## Banking Advisor Wealthlocations: Pretoriatime type: Full timeposted on: Posted 8 Days Agotime left to apply: End Date: November 23, 2025 (2 days left to apply)job requisition id: R40946# **Job Description**To assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through...
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Banking Advisor Wealth
2 weeks ago
Pretoria, South Africa Spane4all Full timeBanking Advisor Wealth page is loaded## Banking Advisor Wealthlocations: Pretoriatime type: Full timeposted on: Posted 8 Days Agotime left to apply: End Date: November 23, 2025 (1 day left to apply)job requisition id: R40946# **Job Description**To assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through...
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Banking Advisor Wealth-1
4 weeks ago
Pretoria, South Africa Rmbwestport Full timeBanking Advisor Wealth-1 page is loaded## Banking Advisor Wealth-1locations: Pretoriatime type: Full timeposted on: Posted Todaytime left to apply: End Date: November 9, 2025 (3 days left to apply)job requisition id: R42445# **Job Description**To assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through...
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Banking Advisor Wealth
4 weeks ago
Pretoria, South Africa Wesbank Full timeBanking Advisor Wealth page is loaded## Banking Advisor Wealthlocations: Pretoriatime type: Full timeposted on: Posted Todaytime left to apply: End Date: November 11, 2025 (6 days left to apply)job requisition id: R40947# **Job Description**To assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through...
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Private Wealth Banking Advisor: Grow Portfolios
2 weeks ago
Pretoria, South Africa Wesbank Full timeA leading South African bank is seeking a Banking Advisor Wealth in Pretoria. In this role, you will manage a portfolio of Private Wealth Clients, providing exceptional service and innovative solutions. The ideal candidate should have a Degree/NQF level 7, RE5 qualification, and at least 3 years of sales experience. The bank encourages applicants from...
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Pretoria, South Africa Rmbwestport Full timeA leading financial institution in Pretoria is looking for a Banking Advisor Wealth to proactively manage a portfolio of Private Wealth Clients. The ideal candidate will have a degree (NQF level 7), RE5 qualification, and at least 3 years of sales experience. You will provide exceptional service to clients, grow the customer base, and support the sales...
