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Banking Advisor Private Wealth

FirstRand | Cape Town, Western Cape | ZA

Welcome to the Latest Job Vacancies Site 2025 and at this time we would like to inform you of the Latest Job Vacancies from the FirstRand with the position of Banking Advisor Private Wealth - FirstRand which was opened this.

If this job matches your qualifications, please send your application directly through our latest Job site. Indeed, every job is not easy to apply because it must meet several qualifications and requirements that we must meet in accordance with the standard criteria of the Company who are looking for potential candidates to work. Good job information Banking Advisor Private Wealth - FirstRand below matches your qualifications. Good Luck: D

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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. FNB introduction 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. As part of our Private Banking and Advisory Team, you will be surrounded by unique talent, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Nows the time to imagine your potential in a team where experts come together and ignite effective change. Are you someone who can:
  • 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 FNB 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.
Additional Requirements In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check. #Post #FNB #LI-AA1 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. 04/04/25 All appointments will be made in line with FirstRand Groups 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.

Information :

  • Company : FirstRand
  • Position : Banking Advisor Private Wealth
  • Location : Cape Town, Western Cape
  • Country : ZA

How to Submit an Application:

After reading and knowing the criteria and minimum requirements for qualifications that have been explained from the Banking Advisor Private Wealth job info - FirstRand Cape Town, Western Cape above, thus jobseekers who feel they have not met the requirements including education, age, etc. and really feel interested in the latest job vacancies Banking Advisor Private Wealth job info - FirstRand Cape Town, Western Cape in 2025-03-28 above, should as soon as possible complete and compile a job application file such as a job application letter, CV or curriculum vitae, FC diploma and transcripts and other supplements as described above, in order to register and take part in the admission selection for new employees in the company referred to, sent via the Next Page link below.

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Post Date : 2025-03-28 | Expired Date : 2025-04-27

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