Banking Advisor Affluent

7 days ago

Cape Town, Western Cape, South Africa FNB South Africa Full time R180 000 - R540 000 per year

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

  • Provide sound services and recommendations based on customer and client needs, current information, and trends.
  • Provide an efficient administration service through careful and timeous planning, reporting, and updating of all relevant information.
  • 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.
  • Assist with profit growth for the business through sales and acquisition of new clients.
  • Achieve expected financial targets and uphold associated service levels.
  • Identify opportunities to expand our customer base with creditworthy and potentially profitable customers.
  • Ensure growth and increase in customer base by managing existing clients, generating new leads and growing active customer account base.
  • Act responsibly with work related resources to contribute to cost containment.
  • 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.
  • Develop and manage key stakeholder relationships that enable achievement of operational objectives.
  • Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialisation.
  • Contribute to innovation by finding faster and more accurate ways of working.
  • 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 RMB and/or across the First Rand Group (FRG).

You Will Be An Ideal Candidate If You

  • Relevant NQF7 Level Degree in Finance, Economics or Accounting.
  • Completed RE5 qualification
  • Have 2 - 3 years' experience within a Sales/Service area of a banking / financial environment.

Requirements
Additional Requirements
In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check.

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.*
30/11/25

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.

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