Banking Advisor

Private Banking Analyst - Private Wealth
Location: Durban
Time Type: Full time
Posted On: 6 Days Ago
Job Requisition ID: R13559
Job DescriptionTo 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.
Are You Someone Who Can:

Proactively manage a portfolio of affluent clients with a team of Private Bankers through provision of analysis, research, sales and service fulfillment.
Build sound relationships based on trust and openness.
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 effective management of the leads pipeline.
Consistently produce high-quality outputs within agreed deadlines.

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 - driven by always wanting to know more and learn more.
Obsessed with mastery - constantly pushing yourself to excel in your role.
Ensuring growth and increase in customer base by managing existing clients, generating new leads, and growing the active customer account base.
Complying with relevant statutory, legislative, policy and governance requirements.

Job Details
Application Closing Date: 31/08/24
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.
We look forward to engaging with you further. Apply now!
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