Banking Advisor Wealth
2 days ago
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
30/11/24
-
Private Wealth Advisor
3 months ago
Pietermaritzburg, South Africa FirstRand 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...
-
Financial Advisor
6 months ago
Pietermaritzburg, South Africa Lonfin Wealth Full time**Lonfin Wealth** are looking for exceptional people to help South Africans to live with confidence. Are you an ambitious self-starter? Are your career development needs being neglected in your current work environment? If so, it’s time to partner with Lonfin Wealth in order to take your career to the next level. We have an incredible value proposition...
-
Financial Advisor
6 months ago
Pietermaritzburg, South Africa Lonfin Wealth Full timeSanlam are looking for exceptional people to help South Africans to live with confidence. Are you an ambitious self-starter? Are your career development needs being neglected in your current work environment? If so, it’s time to partner with Lonfin Wealth in order to take your career to the next level. We have an incredible value proposition that...
-
Financial Advisor
5 months ago
Pietermaritzburg, South Africa Lonfin Wealth Full time**Lonfin Wealth** **is an accredited Sanlam Franchise**. We looking for exceptional people to help South Africans to live with confidence. We have an incredible value proposition that includes an extensive training and development programme that will culminate in an industry-specific post-graduate qualification. We require you to: - Establish and maintain...
-
Strategic Wealth Advisor
4 weeks ago
Pietermaritzburg, KwaZulu-Natal, South Africa Investec Full timeDescriptionWe are seeking a highly motivated and experienced Strategic Wealth Advisor to join our dynamic team. As a leading financial institution, we are committed to delivering exceptional service and tailored solutions to our clients. In this role, you will play a pivotal part in expanding our client base by identifying and acquiring new clients and...
-
Senior Wealth Strategist
5 days ago
Pietermaritzburg, KwaZulu-Natal, South Africa Liberty Standard Bank Group 2 Full timeAbout Liberty Standard Bank Group 2We are a leader in the field, offering our customers the chance to make a difference in their lives. A career at Liberty Standard Bank Group 2 involves developing new business opportunities and providing holistic wealth management solutions.Estimated Salary: $70,000 - $90,000 per annumJob DescriptionThe role of Senior...
-
Insurance Advisor
6 months ago
Pietermaritzburg, South Africa My Wealth Financial Pty Ltd Full timeInsurance Advisors in Pietermaritzburg only /Sales Experience Previous Experience and Advantage Min Grade 12 Cell Phone Own Transport Note Must be able to work independently and on there own build there own client base Pay: From R5 000,00 per month
-
Financial Advisor Insurance
6 months ago
Pietermaritzburg, South Africa My Wealth Financial Pty Ltd Full timeInsurance Advisor Required Min Requirement Grade 12 RE5 FAIS Previous experience needed **Salary**: From R7,500.00 per month Ability to Commute: - Pietermaritzburg, KwaZulu-Natal (required) Ability to Relocate: - Pietermaritzburg, KwaZulu-Natal: Relocate before starting work (required)
-
Financial Services Professional
3 weeks ago
Pietermaritzburg, KwaZulu-Natal, South Africa Liberty Standard Bank Group 2 Full timeOpportunity OverviewLiberty Standard Bank Group 2 is looking for a skilled and ambitious individual to join our team as a Graduate Financial Adviser. This role offers a unique chance to kick-start a successful career in finance, with a focus on building a professional practice under our esteemed brand.Key ResponsibilitiesDevelop new business opportunities...
-
Insurance Advisors Required Must Have Re5
5 months ago
Pietermaritzburg, South Africa My Wealth Financial Pty Ltd Full timeInsurance Advisors Required , Matric ( GRADE 12) RE5 Past Experience Min 1 year **Job Type**: Permanent **Salary**: From R7,500.00 per month **Education**: - High School (matric) (required) License/Certification: - RE5 (required) Ability to Relocate: - Pietermaritzburg, KwaZulu-Natal: Relocate before starting work (required)
-
Financial Advisor
6 months ago
Pietermaritzburg, South Africa My Wealth Financial Pty Ltd Full timeCommission only - We require a strong induvial who wants to grow in the Insurance industry.No previous experience needed. - CLEAR CRIMINAL RECORD - SALES - Well SPOKEN - GRADE 12 **Salary**: R4 000,00 - R20 000,00 per month Ability to Commute: - Pietermaritzburg, KwaZulu-Natal (required) Ability to Relocate: - Pietermaritzburg, KwaZulu-Natal: Relocate...
-
Business Manager Commercial Banking
2 months ago
Pietermaritzburg, South Africa Nedbank Full time**Business Manager Commercial Banking** - Location: Pietermaritzburg, KwaZulu Natal.- Closing Date- 18 October 2024- Career Stream- Relationship Management - Leadership Pipeline- Manage Self: Professional (MSP) - FAIS Affected- FAIS Affected - Yes**Job Purpose** - To grow commercial bank revenue through the management and cross sell to existing portfolio; as...
-
Business Manager Commercial Banking
2 months ago
Pietermaritzburg, South Africa Nedbank Full time**Business Manager Commercial Banking** - Location: Pietermaritzburg, KwaZulu Natal- Closing Date- 18 October 2024- Career Stream- Relationship Management - Leadership Pipeline- Manage Self: Professional (MSP) - FAIS Affected- FAIS Affected - Yes**Job Purpose** - To grow commercial bank revenue through the management and cross sell to existing portfolio; as...
-
▷ High Salary: MFC Salaried Financial Advisor
3 weeks ago
Pietermaritzburg, South Africa Old Mutual Full timeMFC Salaried Financial Advisor page is loaded MFC Salaried Financial Advisor Apply locations Pietermaritzburg time type Full time posted on Posted 2 Days Ago job requisition id JR-54404 Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job Description This role provides...
-
Insurance Advisor
5 months ago
Pietermaritzburg, South Africa My Wealth Financial Services Full timeWe are lookin for enthusiastic bubbly hard working agents to join our team of short term insurance STI must be willing to work hard and be able to write your own check someone who is sales a person with good communication skills as you will be talking to clients over the phone, selling insurance to them. Training will be provided INCENTIVES UNCAPPED...
-
Private Banker
3 months ago
Pietermaritzburg, South Africa Absa Bank Limited Full timeEmpowering Africa’s tomorrow, together one story at a time. - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group. Job Summary To...
-
Pietermaritzburg, KwaZulu-Natal, South Africa Liberty Standard Bank Group 2 Full timeDesign Dreams, Build Futures: Liberty Standard Bank Group 2 is dedicated to empowering individuals to achieve their financial goals. As a Financial Advisor, you will play a critical role in providing expert guidance and building long-lasting relationships with our clients.We are seeking ambitious and driven individuals to join our team of Financial...
-
Business Financial Advisor
2 months ago
Pietermaritzburg, South Africa FirstRand Bank Limited Full timeDescription To provide appropriate risk and investment advice, expertise and support to clients in order to assist them in achieving their financial goals, whilst adhering to FAIS compliance requirements, within the FNB Premium advisory sales and product mandates and targets Hello Future, Business Financial Advisor Welcome to FNB, the home of the...
-
Senior Financial Consultant
4 weeks ago
Pietermaritzburg, KwaZulu-Natal, South Africa Liberty Standard Bank Group 2 Full timeUnlock Your Potential with Liberty Standard Bank Group 2Searching for finance graduates looking to embark on their careers, Liberty Standard Bank Group 2 offers a career with flexible working hours and high potential earnings. This is your opportunity to build a successful practice under the Liberty brand and lead the way to financial security.Your Key...
-
Insurance Advisor
6 months ago
Pietermaritzburg, South Africa My Wealth Financial Pty Ltd Full timeGood Sales Ability Well spoken Ability to read an write team player this is a commission only position **Salary**: From R5 000,00 per month **Experience**: - Salesforce: 1 year (preferred)