Banking Advisor Private Client
3 days ago
Description To assist in proactively managing a portfolio of affluent clients with a team of Private Bankers through provision of analysis, research, 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. Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service. Understand and market all financial services solutions within the relevant business offering. Assist with profit growth for the business through. Ensure effective management of the leads pipeline. Develop, encourage and nurture collaborative relationships across the FRG. Continuously assess own performance, seek timely and clear feedback and request training where appropriate. Contribute to innovation by finding faster and more accurate ways of working. Provide an efficient administration service through careful and timeous planning, reporting and updating of all relevant information. Develop and manage key stakeholder relationships that enable achievement of operational objectives. Deliver exceptional and high-quality service that exceeds customers' expectations through proactive, innovative and appropriate solutions. Act responsibly with work related resources in order to contribute to cost containment. 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 as well as set processes and procedures related to area of specialisation. Provide sound services and recommendations based on customer and client needs, current information and trends. Achieve expected financial targets and uphold associated service levels. Job Details Application Closing Date 20 / 11 / 25 All 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. #J-18808-Ljbffr
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Private Banking Advisor Private Wealth
3 weeks ago
Mbombela, South Africa Firstrand Namibia Limited Full timePrivate Banking Advisor – Private Wealth Location: Nelspruit | Posted Today | End Date: Oct 31 | Job Requisition ID: R | (29 days left to apply) Job Description To assist in proactively managing a portfolio of Private Wealth Clients with the team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of...
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Private Wealth Banking Advisor
1 week ago
Mbombela, South Africa Firstrand Namibia Limited Full timeA financial services provider in Mbombela seeks a Private Banking Advisor to manage a portfolio of Private Wealth Clients. The ideal candidate will hold a RE5 Certificate and a degree in Finance or Accounting, with 2-3 years of sales/service experience in a financial environment. Responsibilities include excellent stakeholder management and service delivery....
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Private Wealth Banking Advisor
1 week ago
Mbombela, South Africa Fnb Namibia Full timeA leading financial institution located in Mbombela is seeking a Private Banking Advisor to manage a portfolio of Private Wealth Clients. Ideal candidates should possess a RE5 Certificate and a degree in Finance or Accounting, along with experience in sales within a financial environment. This position offers a chance to deliver exceptional service and grow...
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Private Client Advisor
24 hours ago
Mbombela, South Africa Firstrand Bank Limited Full timeDescription To deliver exceptional experience and education to Private Clients / Private Clients RMB clients on basic wealth creation, accumulation, and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles Hello future Private Advisor Welcome to FNB,...
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Private Wealth Advisor: Grow Portfolios
24 hours ago
Mbombela, South Africa Firstrand Namibia Limited Full timeA financial services provider in Mbombela is looking for a Private Banking Advisor to manage a portfolio of Private Wealth Clients. The ideal candidate should have a degree in Finance or Accounting and hold a RE5 Certificate, along with 2-3 years of sales or service experience in the financial sector. Responsibilities include stakeholder management and...
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Private Wealth Advisor
2 weeks ago
Mbombela, South Africa Fnb South Africa Full timeJob Description To deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles. Hello future Private Advisor Welcome to FNB, the home of the...
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Wealth Advisor: Private Clients Growth
2 weeks ago
Mbombela, South Africa Fnb South Africa Full timeA leading financial institution based in Mpumalanga is seeking a Private Advisor to enhance client relationships and drive wealth management services. The ideal candidate will possess an NQF level 7 financial degree and have 3 to 5 years of experience in sales and service within the financial environment. This role offers the opportunity to contribute...
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Private Wealth Advisor: Growth
5 days ago
Mbombela, South Africa Fnb South Africa Full timeA leading financial institution based in Mpumalanga is seeking a Private Advisor to enhance client relationships and drive wealth management services. The ideal candidate will possess an NQF level 7 financial degree and have 3 to 5 years of experience in sales and service within the financial environment. This role offers the opportunity to significantly...
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Private Wealth Advisor: Education
24 hours ago
Mbombela, South Africa Firstrand Bank Limited Full timeA leading financial services provider in Mbombela is looking for a Private Advisor to deliver exceptional experience and education to Private Clients regarding wealth creation and financial solutions. You will assist in driving client retention and contribute to sales growth. The ideal candidate has an NQF level 7 degree, RE5 certification, and 3-5 years of...
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Affluent Private Client Banking Advisor
3 days ago
Mbombela, South Africa Firstrand Bank Limited Full timeA financial services institution in Mbombela seeks a dedicated professional to manage a portfolio of affluent clients. The role involves selling and servicing clients, ensuring the growth of existing client relationships, and identifying opportunities to acquire new clients. Interested candidates should demonstrate excellent stakeholder management and a...
