Banking Advisor Wealth
To assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through the provision of analysis, research, and sales and service fulfilment, identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management.
- Relevant NQF Level 7 Degree in Finance, Economics, or Accounting.
- Completed RE5 qualification.
- 2-3 years' experience within a Sales/Service area of a banking/financial environment.
- Proven ability to provide sound services and recommendations based on client needs.
- Experience in compiling reports that track progress and guide business decisions.
- Effective management of leads pipeline.
- Strong analytical skills for client portfolio analysis.
- Proactive client engagement capabilities.
- Understanding of financial services solutions within the relevant business offering.
- Experience in achieving financial targets and upholding service levels.
- Ability to manage existing clients and generate new leads.
- 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 proactive 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 the 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.
- Deliver exceptional and high-quality advice that exceeds customers' expectations through proactive, innovative, and appropriate solutions.
- Develop and manage key stakeholder relationships that enable achievement of operational objectives.
- Analytical â Assesses client portfolio and identifies growth opportunities.
- Proactive â Engages clients and manages leads effectively.
- Client-Centric â Focuses on exceeding customer expectations.
- Results-Driven â Achieves financial targets and service levels.
- Communicative â Builds strong stakeholder relationships.
- Organised â Manages reporting and administration efficiently.
- Detail-Oriented â Ensures accuracy in compliance and reporting.
- Accountable â Takes ownership of responsibilities and outcomes.
- Collaborative â Works effectively within FNB and FRG networks.
- Innovative â Finds faster and more accurate ways of working.
- Adaptable â Thrives in a fast-paced banking environment.
- Private Wealth Client Portfolio Management
- Financial Sales & Service Fulfilment
- Stakeholder & Relationship Management
- Financial Product Knowledge (RE5)
- Pipeline & Lead Management
- Financial Analysis & Research
- Business Growth & Client Acquisition
- Governance & Compliance Adherence
- Service Excellence Delivery
- Innovation & Process Improvement
- Cross-Functional Collaboration (FNB & FRG)
Additional Requirements:
In accordance with the National Credit Act (NCA), candidates applying for this role will require a credit record check.
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 First Rand Group (FRG).
Important Notice â Talent Pool:
This advertisement is not for an active vacancy. We are currently gathering applications to build a talent pool for future opportunities. By submitting your application, you will be considered for similar roles that may become available. You will not receive a decline notice or status update immediately.
Equity Statement:
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. Candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless required by law to disclose it to other parties.
Note:
If you have not been contacted within a reasonable period after the closing date, please consider that your application has been retained for future opportunities. FNB reserves the right not to make an appointment. Should you have any queries, please log them via MyQ.
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