Private Banking Advisor

5 days ago

Cape Town, South Africa FirstRand Full time

Job Description

To assist in proactively managing a portfolio of FNB Private Wealth Clients with a team of Private Wealth Advisors 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.

FNB introduction

Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.

As part of our Private Banking and Advisory Team, you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Now’s the time to imagine your potential in a team where experts come together and ignite effective change.

Are you someone who can:

- Assist with profit growth for the business through sales and acquisition of new clients.
- Ensure growth and increase in customer base by managing existing clients, generating new leads and growing active customer account base.
- Provide an efficient administration service through careful and timeous planning, reporting and updating of all relevant information.
- Support sales through analysis of client portfolio and pro-active client engagement.
- Provide sound services and recommendations based on customer and client needs, current information and trends.
- Compile reports that track progress and guide business to make informed decisions
- Achieve expected financial targets and uphold associated service levels.
- Develop and manage key stakeholder relationships that enable achievement of operational objectives.
- Identify opportunities to expand our customer base with creditworthy and potentially profitable customers.
- Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialisation.
- Ensure effective management of the leads pipeline.
- 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.
- Act responsibly with work related resources in order to contribute to cost containment.
- Have a relevant Degree in Finance or Economics or Accounting.
- Completed your RE5 qualification.
- Have 2 - 3 years’ experience within a Sales/Service area of a banking / financial environment.

You will have access to:

- Contribute to innovation by finding faster and more accurate ways of working.
- Develop, encourage and nurture collaborative relationships within FNB and/or across the FRG.
- 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.

We can be a match if you are:

- Curious & courageous - you're driven by always wanting to know more and learn more and you're brave enough to
- Obsessed with mastery - you know what it takes to become good at what you do and are constantly pushing yourself to do it

Job Details

Application Closing Date

23/02/24

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