Private Banking Advisor Affluent

1 week ago

Polokwane, South Africa FirstRand Full time

Job Description

Hello future Private Banking Advisor

Welcome to FNB, the home of the chargeables. We design shapeshifters and deliver products and services that make us incredibly proud of people that make it happen. As part of our Private Banking & 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;
- Proactively manage a portfolio of affluent clients with a team of Private Bankers through provision of analysis, research, sales and service fulfillment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management.
- Build sound relationships based on trust and openness.
- 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.
- Consistently produce high-quality outputs within agreed deadlines.
- Minimum Qualification - RE5 Certificate with a Degree NQF7 level in Finance or Accounting
- Experience - 2 to 3 years’ experience within a Sales/Service area of a financial environment.
- A person must not be unrehabilitated insolvent.

You Will Have Access To
- Opportunities to network and collaborate.
- Challenging Working Opportunities to innovate.

We Can Be a Match If You Are
- Curious & courageous - you are driven by always wanting to know more and learn more and you are 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.
- 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 and set processes and procedures related to specialization.

POST

FNB

LI-EM1

Job Details

Application Closing Date

21/06/24

  • Banking Advisor

    1 day ago

    Polokwane, South Africa FirstRand Full time

    Job Description To assist in proactively managing a portfolio of affluent clients with a team of Private Advisors 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. -...

  • Private Client Advisor Rural

    1 day ago

    Polokwane, 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 deliver exceptional experience and education to Private Clients/Private Clients RMB clients on basic wealth creation, accumulation, and overall...

  • Relationship Manager

    3 weeks ago

    Polokwane, South Africa findojobs-za Full time

    Job Purpose To acquire and deliver banking solutions to the high value client segment (i.e. SBS; Professional / Financially affluent); by providing great client experiences and understanding client business and household banking needs. Job Responsibilities To acquire and deliver banking solutions to the high value client segment (i.e. SBS; Professional /...

  • Relationship Manager: Rrb

    1 day ago

    Polokwane, South Africa Nedbank Full time

    **Relationship Manager: RRB** - Requisition Number 138972 - Closing Date-18 August 2025 - Location-Polokwane - Job Family - Sales and Services - Career Stream - Relationship Management - Leadership Pipeline - Manage Self Professional - FAIS Affected - FAIS Affected - Yes **Job Purpose** - To acquire and deliver banking solutions to the high value client...

  • Financial Planner

    4 weeks ago

    Polokwane, South Africa Nedbank Private Wealth Full time

    Overview Job Purpose: To provide financial expertise and wealth creation advice to Nedbank clients in order to make Nedbank the great place to bank. Requisition Details REQ: Business Unit: Nedbank Financial Planning Location: Polokwane and Bethlehem Job Family: Sales and Services Career Stream: Sales Leadership Pipeline: - Manage Self: Technical FAIS...

  • Consultant, Provincial, SBIS

    4 days ago

    Polokwane, South Africa Standard Bank of South Africa Limited Full time

    Business Segment: Personal & Private Banking To take demand from Personal and Prestige banking customers for any banking matters ranging from product questions to customer

  • Financial Planner

    4 days ago

    Polokwane, South Africa Standard Bank of South Africa Limited Full time

    Business Segment: Personal & Private Banking To grow your financial planning business within Standard Bank by providing holistic planning solutions to Private & Business Banking clients through tailor-made solutions as well as provide solutions with respect to estate planning, risk planning, business assurance and both local and offshore investments....

  • Junior Universal Banker: Client Services

    7 days ago

    Polokwane, South Africa Standard Bank Group Full time

    A leading banking institution in Limpopo is seeking candidates for a role to build foundational knowledge in banking services through shadowing experienced staff. The ideal applicant should have NQF Level 5 and be passionate about personal and private banking. This is an opportunity to gain practical skills and prepare for future client engagement while...

  • Consultant, Provincial, SBIS

    4 days ago

    Polokwane, South Africa Standard Bank of South Africa Limited Full time

    Business Segment: Personal & Private Banking To take demand from Personal and Prestige banking customers for any banking matters ranging from product questions to customer account activities as well as any other service requests. Form an accurate assessment and understanding of the demands in order to act on it in a one-and-done manner that consistently...

  • Designate Universal Banker

    7 days ago

    Polokwane, South Africa Standard Bank Group Full time

    Job Description To build foundational knowledge and practical insight into delivering banking services by shadowing experienced Universal Bankers and engaging in supervised learning. Observe how client needs are identified and addressed, developing a strong understanding of account servicing processes, product offerings, compliance requirements, and customer...