Banking Advisor Wealth

2 months ago


Pietermaritzburg, South Africa FirstRand Full time

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


  • Financial Advisor

    2 weeks ago


    Pietermaritzburg, South Africa GRMP Wealth Full time

    ESTABLISHED FINANCIAL ADVISORS Take your business further. Join GRMP Wealth! As an essential partner on your client’s wealth journey, we equip you with all the tools and financial planning processes that are geared towards understanding your clients and adjusting to their needs when their world evolves. We are looking for determined and ambitious...

  • Private Wealth Advisor

    5 months ago


    Pietermaritzburg, South Africa FirstRand Full time

    Job 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

    7 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

    7 months ago


    Pietermaritzburg, South Africa Lonfin Wealth Full time

    Sanlam 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

    7 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...

  • Wealth Advisor

    3 days ago


    Pietermaritzburg, South Africa Liberty Standard Bank Group Full time

    An entrepreneur is the pioneer of their own businesses assuming all the risks and rewards. Let Liberty reward your empire-building spirit by taking away all the risks and providing you with the tools, training, and support to reap the rewards. Start your own professional financial planning practice under the prestigious Standard Bank Group brand. Key...

  • Insurance Advisor

    7 months ago


    Pietermaritzburg, South Africa my wealth financial services Full time

    I am looking for people with the following qualities to fill the role of an insurance advisor. **REQUIREMENTS**: Industry experience Sales experience Good communication & negotiating skills Excellent networker Ability to work in field environment/external sales Basic salary **Salary**: R8,000.00 per month Ability to commute/relocate: -...


  • Pietermaritzburg, South Africa Dixie Recruitment Full time

    An established wealth management company, is seeking an experienced office administrator and PA to the Financial Advisor. Based in Pietermaritzburg, KZN. **Requirements**: - B.Comm/B.A degree - At least 2 years’ experience in an administrative/PA role - MS Office - proficient - Strong client service communication skills (verbal & written) - Strong...

  • Insurance Advisor

    7 months ago


    Pietermaritzburg, South Africa My Wealth Financial Pty Ltd Full time

    Insurance 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

    2 weeks ago


    Pietermaritzburg, South Africa my wealth financial services Full time

    We are a BROKER firm in the Insurance Industry, who specialises in long term & short term product catergories, and we are looking at employing 10 people to fill the role of Financial Advisor. Our Product Suppliers are as follows: Libert, Sanlam, Momentum, Discovery & Brightrock. Product Range: All Long term and Short term products (LIFE...


  • Pietermaritzburg, KwaZulu-Natal, South Africa Liberty Standard Bank Group Full time

    Liberty Standard Bank Group is offering a unique opportunity for an ambitious individual to take the reins of their own financial planning practice. As a Wealth Advisor, you will be responsible for providing expert advice and guidance to clients, helping them achieve their financial goals.The ideal candidate will possess a business-oriented mindset,...


  • Pietermaritzburg, South Africa my wealth financial services Full time

    I am looking for individuals with 'insurance industry expereince' to fulfill the role of a group schemes/high end advisors. all individuals should meet the following requirements: insurance industry experience confident ability to network ability to open and manger sites smart phone sales experience Please Note: no first time job seekers or school...


  • Pietermaritzburg, South Africa My Wealth Financial Pty Ltd Full time

    Insurance 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)


  • Pietermaritzburg, South Africa My Wealth Financial Pty Ltd Full time

    Insurance 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)


  • 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...


  • 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...

  • Financial Advisor

    7 months ago


    Pietermaritzburg, South Africa My Wealth Financial Pty Ltd Full time

    Commission 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...


  • Pietermaritzburg, South Africa Nedbank Full time

    **Job Title** - Business Manager Commercial Banking**Location** - Pietermaritzburg- Job Family- Sales and Service - 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...


  • Pietermaritzburg, KwaZulu-Natal, South Africa Liberty Standard Bank Group Full time

    Liberty Standard Bank Group is a leading financial institution that offers a wide range of services to individuals and businesses. We are currently seeking an entrepreneurial individual to join our team as a Wealth Advisor.Salary: The estimated annual salary for this position is approximately $80,000, depending on location and experience.About the Role:In...


  • Pietermaritzburg, South Africa Liberty Standard Bank Group Full time

    Start the New Year with a career change. Join the Liberty brand that holds a prestigious reputation as of One of SAs leading financial services provider. We are looking for Financial Advisers to join our professional and dynamic corporate culture. Earn a hugely rewarding commission based income together with passive income flows and grow your wealth over the...