Banking Advisor Wealth

Details of the offer

time left to apply End Date: December 13, 2024 (1 day left to apply)
job requisition id R25573
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.
Act responsibly with work related resources in order to contribute to cost containment.Achieve expected financial targets and uphold associated service levels.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.Provide sound services and recommendations based on customer and client needs, current information and trends.Develop and manage key stakeholder relationships that enable achievement of operational objectives.Ensure growth and increase in customer base by managing existing clients, generating new leads and growing active customer account base.Identify opportunities to expand our customer base with creditworthy and potentially profitable customers.Provide an efficient administration service through careful and timeous planning, reporting and updating of all relevant information.Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialisation.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.Contribute to innovation by finding faster and more accurate ways of working.Assist with profit growth for the business through sales and acquisition of new clients.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 across the FRG.Job DetailsTake note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below. 13/12/24
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. 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.
Introduce YourselfIntroduce yourself to our recruiters and we will get in touch if there's a role that seems like a good match.
Should you have any queries, please log it via MyQ.
About UsServing retail and commercial customers, FNB is so much more than a bank, offering life and short-term insurance, innovative savings and investment products, and a digital universe of solutions that help customers navigate challenges and opportunities of everyday life. It has a market-leading app and a globally recognised rewards system in eBucks. FNB has won multiple awards, including the Strongest Banking Brand in the World in the Brand Finance Banking 500 2023 report. FNB represents multiple opportunities for you to build an exciting and rewarding career. Especially if you want to change people's lives, in an authentic, profound and sustainable way.

#J-18808-Ljbffr


Nominal Salary: To be agreed

Source: Jobleads

Job Function:

Requirements

Expert Accounting Solutions Wi...

Expert Accounting Solutions with Magic Accounting Services Here is a possible SEO optimization for the ad: Expert Accounting Solutions with Magic Accounting...


Ekayzone - KwaZulu-Natal

Published 12 days ago

Financial Controller

We're on the hunt for a proactive and detail-oriented Financial Controller to join our dynamic team. If you have a passion for numbers, a keen eye for accura...


Invictus Education Group - KwaZulu-Natal

Published 12 days ago

Banker, Relationship Enterprise Portfolio

Banker, Relationship Enterprise Portfolio Job Overview Business Segment: Business & Commercial Banking Are you ready to embark on an exciting financial adven...


Standard Bank Of South Africa Limited - KwaZulu-Natal

Published a month ago

Aspiring Financial Advisor (Richards Bay)

Aspiring Financial Advisor (Richards Bay) Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talen...


Old Mutual - KwaZulu-Natal

Published 12 days ago

Built at: 2024-12-22T17:35:05.387Z