Overview
Banking Advisor Wealth Jobs in Rustenburg, South Africa at FNB South Africa
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.
Hello future Private 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,diverseminds, 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 ofservice excellence, which builds positive relationships and provides opportunity for feedback andexceptional service.
Understand and market all financial services solutions within the relevant business offering.
Assist with profit growth for the business.
Ensure effective management of the leads pipeline.
Develop, encourage and nurturecollaborativerelationships across the FRG.
Continuously assess own performance, seek timely and clear feedback and request training where appropriate.
Contribute toinnovationby 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,innovativeand appropriate solutions.
Act responsibly with work related resources in order to contribute to cost containment.
Ensure growth and increase in customer base by managing existing clients, generating new leads and growing the 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.
ChallengingWorking 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 take risks.
Obsessed with mastery – you know what it takes to become good at what you do and are constantly pushing yourself to do it.
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.
Closing Date: 31/01/25
All appointments will be made in line with First Rand Group’s Employment Equity plan. The Bank supports the recruitment andadvancementof individuals with disabilities. In o…
Title: Banking Advisor Wealth
Company: FNB South Africa
Location: Rustenburg, South Africa
Category: Finance & Banking
