Banking Advisor Private Client job opportunity at Firstrand.

Home Jobs In Worldwide Tag: Job Banking Advisor Private Client position at Firstrand


DatePosted 16 Days Ago bot
Firstrand Banking Advisor Private Client
Experience: 3-years
Pattern: full-time
Country:
apply Apply Now
Salary:
Status:

Job

Copy Link Report
degreeAssociate
Worldwide

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. Hello future 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;   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. Develop, encourage and nurture collaborative relationships across the FRG. Continuously assess own performance, seek timely and clear feedback and request training where appropriate. Contribute to innovation by finding faster and more accurate ways of working. Provide an efficient administration service through careful and timeous planning, reporting and updating of all relevant information. Develop and manage key stakeholder relationships that enable achievement of operational objectives. Deliver exceptional and high-quality service that exceeds customers' expectations through proactive, innovative and appropriate solutions. Act responsibly with work related resources in order to contribute to cost containment. 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 as well as set processes and procedures related to area of specialisation. Provide sound services and recommendations based on customer and client needs, current information and trends. Achieve expected financial targets and uphold associated service levels.     You Will Be an Ideal Candidate If You   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   We look forward to engaging with you further. Apply now! Thank you for your interest in joining our talent community. Please note that this advertisement is not for an active vacancy, and as such you will not receive a decline notice or status update immediately. 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. We appreciate your interest and look forward to potentially working with you in the future. Job Details Application Closing Date 30/11/26 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.

Other Ai Matches

Information Security Administrator II Applicants are expected to have a solid experience in handling Job related tasks
Private Client Advisor Applicants are expected to have a solid experience in handling Job related tasks
Relationship Manager-Wealth Applicants are expected to have a solid experience in handling Job related tasks
Technical Accounting Manager Applicants are expected to have a solid experience in handling Job related tasks
Underwriter-1 Applicants are expected to have a solid experience in handling Job related tasks
Transaction Manager Applicants are expected to have a solid experience in handling Job related tasks
Senior Business Analyst - Risk (Enablement space) Applicants are expected to have a solid experience in handling Job related tasks
Programme Manager I Applicants are expected to have a solid experience in handling Job related tasks
Branch Banking Lead Applicants are expected to have a solid experience in handling Job related tasks
FNB Community Advisor Pipeline Applicants are expected to have a solid experience in handling Job related tasks
Developer Applicants are expected to have a solid experience in handling Job related tasks
Banking Advisor Private Wealth Applicants are expected to have a solid experience in handling Job related tasks
Systems Analyst Applicants are expected to have a solid experience in handling Job related tasks
Private Client Advisor Applicants are expected to have a solid experience in handling Job related tasks
IT Project Manager Applicants are expected to have a solid experience in handling Job related tasks
Regional General Manager-1 Applicants are expected to have a solid experience in handling Job related tasks
Private Client Advisor Rural Applicants are expected to have a solid experience in handling Job related tasks
Collections and Recovery Manager Applicants are expected to have a solid experience in handling Job related tasks
Private Clients Advisor Applicants are expected to have a solid experience in handling Job related tasks
Branch Administrator Applicants are expected to have a solid experience in handling Job related tasks
Financial Manager II Applicants are expected to have a solid experience in handling Job related tasks
Claims Assessor Applicants are expected to have a solid experience in handling Job related tasks
KYC Client Advisory and Consulting Specialist (12 Months FT Contract) Applicants are expected to have a solid experience in handling Job related tasks