Banking Advisor

3 weeks ago

Johannesburg, South Africa FirstRand Full time

Job Description

Hello future Banking Advisor
- 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.

Now’s the time to imagine your potential in a team where experts come together and ignite effective change.

Role Purpose

To assist in proactively managing a portfolio of FNB 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.

**Responsibilities**:

- 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 within FNB and/or across the FRG.

Qualifications and Experience
- Relevant Degree in Finance or Economics or Accounting.
- Preferred Qualification: FAIS accreditation required (RE).
- 2 - 3 years’ experience within a Sales/Service area of a financial environment.

Job Details

Application Closing Date

13/05/24

  • Banking Advisor

    2 weeks ago

    Johannesburg, South Africa FirstRand Full time

    Job Description Hello future Banking Advisor - 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. Now’s the time to imagine your potential in a team where experts come together and ignite effective change. Role Purpose To assist in...

  • Banking Advisor

    3 weeks ago

    Johannesburg, South Africa FirstRand Full time

    Job Description Hello future Private Banking Advisor - 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. Now’s the time to imagine your potential in a team where experts come together and ignite effective change. Role Purpose To...

  • Banking Advisor

    1 week ago

    Johannesburg, South Africa FNB South Africa Full time

    Job title : Banking Advisor (Johannesburg)Job Location : Gauteng, JohannesburgDeadline : March 20, 2025Quick Recommended Links Jobs by Location Job by industries Job Description Hello future Banking Advisor –  Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of...

  • Private Banking Advisor

    3 weeks ago

    Johannesburg, South Africa FirstRand Full time

    Job Description Hello future Private Banking Advisor 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. Now’s the time to imagine your potential in a team where experts come together and ignite effective change. Role Purpose To...

  • Private Banking Advisor

    17 hours ago

    Johannesburg, South Africa FirstRand Full time

    Job Description Hello future Private Banking Advisor - 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. Now’s the time to imagine your potential in a team where experts come together and ignite effective change. Role Purpose To...

  • Corporate Lawyer Advisor

    2 days ago

    Johannesburg, Gauteng, South Africa Nedbank Full time

    About the OpportunityNedbank invites applications from experienced legal advisors looking to join a dynamic team as a Senior Legal Advisor.Key Skills and QualificationsStrong understanding of banking and structured lending principles.Ability to conduct gap analysis of business processes and scrutinize relevant monthly reports.Proven track record of engaging...

  • Private Banking Advisor

    5 days ago

    Johannesburg, Gauteng, South Africa Standard Bank of South Africa Limited Full time

    Role OverviewWe are seeking a highly skilled Financial Planner to join our team at Standard Bank of South Africa Limited. As a key member, you will be responsible for delivering exceptional client experiences through expert financial guidance and advice.ResponsibilitiesProvide tailored solutions for complex financial needs through expert estate planning...

  • Wealth Advisor

    2 hours ago

    Johannesburg, Gauteng, South Africa The Recruitment Council Full time

    Position: Private Wealth AdvisorThe Wealth Advisor is responsible for delivering comprehensive wealth management guidance focused on long-term financial security, investment growth, and protection strategies. This role provides holistic solutions in wealth creation, risk management, and wealth preservation, requiring strong financial acumen, a solid...

  • Wealth Advisor

    1 week ago

    Johannesburg, South Africa The Recruitment Council Full time

    Position: Private Wealth Advisor The Wealth Advisor is responsible for delivering comprehensive wealth management guidance focused on long-term financial security, investment growth, and protection strategies. This role provides holistic solutions in wealth creation, risk management, and wealth preservation, requiring strong financial acumen, a solid...

  • Wealth Advisor

    1 week ago

    Johannesburg, South Africa The Recruitment Council Full time

    Position: Private Wealth AdvisorThe Wealth Advisor is responsible for delivering comprehensive wealth management guidance focused on long-term financial security, investment growth, and protection strategies. This role provides holistic solutions in wealth creation, risk management, and wealth preservation, requiring strong financial acumen, a solid...

  • Premier Banking Advisor Gauteng

    4 weeks ago

    Johannesburg, South Africa The Recruitment Council Full time

    The Purpose of this banker is to deliver exceptional experience and education to Premier 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 MoneyManagement principlesExperience: 5 to 7 years’ experience in a Banking,...

  • Banking Regulatory Advisor

    23 hours ago

    Johannesburg, Gauteng, South Africa Standard Bank Group Full time

    RequirementsTo be successful in this role, you will need to have:A degree in Audit, Legal or Business Commerce.8-10 years of experience in compliance.A strong understanding of key legislations such as Companies Act, Financial Advisory and Intermediary Services Act, Financial Intelligence Centre Act and National Credit Act etc.Strong behavioural competencies...

  • Senior Legal Advisor: Investment Banking

    2 days ago

    Johannesburg, South Africa Nedbank Full time

    **Job Classification** - Job Family- Risk, Audit and Compliance - Career Stream- Legal - Leadership Pipeline- Manage Self: Professional - FAIS Affected**Job Purpose** - To provide proactive professional legal advice and risk management services to internal clients to mitigate the banks legal risk. **Responsibilities**: - Achieve goals and objectives by...

  • ESG Advisor

    4 days ago

    Johannesburg, Gauteng, South Africa World Bank Full time

    The World Bank is seeking a highly skilled ESG Advisor to support its ESG Advisory Services in the Africa region. As an E&S Specialist, you will work closely with local partners to develop project implementation plans and ensure successful project outcomes.Your responsibilities will include:Leading ESG AS project teams.Providing technical support to projects...

  • Senior Governance Advisor

    2 days ago

    Johannesburg, Gauteng, South Africa Nedbank Full time

    Nedbank is seeking a highly skilled Senior Governance Advisor to join our team. In this role, you will provide critical support in ensuring the bank's compliance with relevant laws and regulations, as well as implementing effective governance practices that promote a risk-aware culture.Your responsibilities will include building and maintaining stakeholder...

  • Risk and Compliance Advisor

    5 hours ago

    Johannesburg, Gauteng, South Africa Nedbank Full time

    Risk and Compliance AdvisorWe are looking for a highly skilled Risk and Compliance Advisor to join our team. As a key member of our compliance function, you will be responsible for providing expert advice and guidance on risk and compliance matters, ensuring that our business practices align with relevant laws and regulations.Main ResponsibilitiesDevelop and...

  • Junior Legal Advisor

    3 weeks ago

    Johannesburg, South Africa PPS Recruitment Full time

    **Job Advert Summary**: **Minimum Requirements**: **Education**: - Matric - LLB - Admitted as an attorney or admission imminent. - Preferably completed practical legal training at an accredited Law School; - Sound academic record. **Experience**: - Experience during or post-articles in insurance (Life or Non-life) and/or financial services preferably at a...

  • Legal Advisor Ii

    4 weeks ago

    Johannesburg, South Africa FirstRand Full time

    About us, purpose, experience and qualifications **about us**: - make a promise - be deeply invested - value our differences - build trust, not territory - have courage - always do the right thing **purpose**: - To Provide legal solutions to complex legal and business challenges to mitigate against legal risk and partner with the business on the...

  • Wealth Advisor

    1 week ago

    City of Johannesburg Metropolitan Municipality, South Africa The Recruitment Council Full time

    Position: Private Wealth Advisor The Wealth Advisor is responsible for delivering comprehensive wealth management guidance focused on long-term financial security, investment growth, and protection strategies. This role provides holistic solutions in wealth creation, risk management, and wealth preservation, requiring strong financial acumen, a solid...

  • Premier Banking Advisor Eastern Cape

    4 weeks ago

    Johannesburg, South Africa The Recruitment Council Full time

    The Purpose of this banker is to deliver exceptional experience and education to Premier 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 MoneyManagement principles Experience: 5 to 7 years’ experience in a Banking,...