Banking Advisor Wealth job opportunity at Firstrand.

Home Jobs In South Africa Tag: Job Banking Advisor Wealth position at Firstrand


DatePosted 23 Days Ago bot
Firstrand Banking Advisor Wealth
Experience: 3-years
Pattern: full-time
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loacation Bellville, South Africa
loacation Bellville....South Africa

Job Description 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 Wealth and 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.    These are practical abilities the candidate should demonstrate: Sales & Client Engagement Support sales through analysis of client portfolio and proactive engagement. Assist with profit growth through sales and acquisition of new clients. Identify opportunities to expand the customer base with creditworthy clients. Manage existing clients, generate new leads, and grow active customer accounts. Understand and market all financial services solutions within the business offering. Reporting & Analysis Compile reports that track progress and guide business decisions. Provide sound services and recommendations based on trends and client needs. Administration & Planning Provide efficient administration through careful planning, reporting, and updating. Ensure effective management of the leads pipeline. Stakeholder Management Develop and manage key stakeholder relationships to achieve operational objectives. Develop, encourage, and nurture collaborative relationships within FNB/FRG. These are behavioral and cognitive attributes expected from the candidate: Service Excellence Deliver exceptional, high-quality advice that exceeds customer expectations. Contribute to a culture of service excellence and positive relationships. Innovation & Continuous Improvement Contribute to innovation by finding faster and more accurate ways of working. Continuously assess own performance and seek feedback and training. Compliance & Governance Comply with statutory, legislative, policy, and governance requirements. Act responsibly with work-related resources to contribute to cost containment. Financial Acumen Achieve expected financial targets and uphold service levels. 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. Cat 1: •    1.3 Long-Term Insurance subcategory B1 •    1.4 Long-Term Insurance subcategory C •    1.5 Retail Pension Benefits •    1.8 Shares •    1.9 Money Market Instruments •    1.12 Bonds •    1.14 Participatory Interests in a Collective Investment Scheme •    1.15 Forex Investments •    1.17 Long-term Deposits •    1.18 Short-term Deposits •    1.20 Long- Term Insurance Subcategory B2 •    1.21 Long- Term Insurance Subcategory B2- A •    1.22 Long-term Insurance subcategory B1-A •    1.24 Structured Deposits •    1.26 Participatory Interest in hedge fund #LI-NK3 #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. 22/02/26 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.

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