Banking Advisor Wealth

1 week ago

Pretoria, Gauteng, South Africa FirstRand Full time R600 000 - R1 200 000 per year
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.

Must have RE5
Must have a Degree/NQF level 7 (FSCA approved)
Must have at least 3 years sales and services experience
  • 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.
#LI-TM2

#POST

#FNB

Job Details

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

23/11/25

All appointments will be made in line with FirstRand Group's Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.

  • Wealth Manager

    22 hours ago

    Pretoria, Gauteng, South Africa Nedbank Full time R1 500 000 - R2 500 000 per year

    Job ClassificationRequisition Melissa CloeteBusiness Unit - Nedbank Private and Wealth: High Net WorthLocation - Nedbank - Menlyn Office, PretoriaClosing Date - 19 November 2025Employment Equity Statement - Preference will be given to Applicants from Underrepresented GroupsJob FamilyInvestment BankingCareer StreamAdvisoryLeadership PipelineManage Others...

  • Wealth Management Product Distribution Manager

    1 week ago

    Pretoria, Gauteng, South Africa Springer Capital Full time R1 200 000 - R2 400 000 per year

    Apply Link:**This position is only for South Africa. Candidates outside SA please do not apply.About the Role:**We are seeking a dynamic and strategic Wealth Management Product Distribution Manager to lead our organizations business growth, channel development, and marketing initiatives across wealth management and investment products. The ideal candidate...

  • Client Liaison Specialist: Banking

    22 hours ago

    Pretoria, Gauteng, South Africa Nedbank Full time R250 000 - R400 000 per year

    *Job ClassificationRequisition* Melissa CloeteBusiness Unit- Nedbank Private and Wealth: High Net WorthLocation- Nedbank Menlyn, Pretoria Office (Hybrid - 3 days in office)Closing Date- 20 November 2025Employment Equity Statement - Preference will be given to Applicants from Underrepresented GroupsJob FamilySales and ServicesCareer StreamClient...

  • Wealth Management Analyst-1

    22 hours ago

    Pretoria, Gauteng, South Africa FNB South Africa Full time R900 000 - R1 200 000 per year

    Job DescriptionTo provide appropriate administrative and implementation support to Wealth Managers through the execution of administrative duties as per agreed standard operating proceduresTo build and maintain relationships with clients, and collaborate with internal stakeholders and service providersControl costs through awareness of impact of work and...

  • Advice Enablement Specialist

    1 week ago

    Pretoria, Gauteng, South Africa FNB South Africa Full time R900 000 - R1 200 000 per year

    Job DescriptionTo provide expertise, advice and support the financial advisory philosophy and framework across the end-to-end product matrix to achieve our front-line sales objectives through coaching, supervision and enabling Money Managers and Financial Advisors and Wealth Managers to provide the best advice to our clients that adheres to business rules...

  • Luxury Jewellery Sales Advisor

    1 week ago

    Pretoria, Gauteng, South Africa Browns Jewellers Full time R900 000 - R1 200 000 per year

    Bring Your Expertise to a Legacy of ElegancePlease note this is a retail sales positionAbout UsWe are a renowned name in luxury jewellery, recognized for our exceptional craftsmanship and timeless designs. With boutiques located in prestigious cities worldwide, we are now seeking experienced, sophisticated individuals to deliver a truly luxurious shopping...

  • Digital Health Strategy Advisor

    2 weeks ago

    Pretoria, Gauteng, South Africa NTU International AS Full time R900 000 - R1 200 000 per year

    NTU International A/Sis leading a consortium for the implementation of the EU funded project called:Technical Assistance to Africa CDC - Accelerating Digital Health Transformation in Africa - TEI Digital healthand is searching for experts to support the core team during the implementation of this project.Theoverall objectiveof this assignment is to...

  • Manager International Business Development

    22 hours ago

    Pretoria, Gauteng, South Africa Absa Group Full time

    Empowering 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...

  • Transactional Bankers

    1 week ago

    Pretoria, Gauteng, South Africa Energy At Work Full time R250 000 - R500 000 per year

    Transactional Bankers (External Sales Banking) x 10 Pretoria and Limpopo Regions (Face to Face) Are you passionate about helping clients achieve their financial goals? Our client, a leading player in the Financial Services Industry, is expanding their team and looking to appoint 10 dynamic Transactional Bankers (External Sales Banking) to join their growing...

  • Bookkeeper

    2 weeks ago

    Pretoria, Gauteng, South Africa Office Beacon South Africa Full time R80 000 - R250 000 per year

    Job Location: Office Beacon, Johannesburg, South AfricaFull-Time role - USA HoursWe are seeking a seasoned Bookkeeper to manage a variety of accounting tasks. This role involves overseeing invoicing (individual and consolidated), accounts receivable (A/R), credit memos, deposits, vendor invoice vouching, accounts payable (A/P) including check runs and ACH...