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Banking Advisor Wealth- Pietermaritzburg

Banking Advisor Wealth- Pietermaritzburg

FNB South AfricaPietermaritzburg, ZA
5 days ago
Job description

Job title : Banking Advisor Wealth- Pietermaritzburg

Job Location : KwaZulu-Natal, Pietermaritzburg

Deadline : October 05, 2025

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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.

    • 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.

    • End Date : September 28, 2025

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    Banking Advisor Wealth • Pietermaritzburg, ZA