Banking Advisor Wealth

Join to apply for the Banking Advisor Wealth role at FNB South Africa .

Position : Banking Advisor Wealth – Private Wealth client management.

Role Purpose

Assist in proactively managing a portfolio of FNB Private Wealth Clients with a team of Private Advisors 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

• Provide sound services and recommendations based on customer and client needs, current information, and trends.
• Provide an efficient administration service through careful and timely planning, reporting, and updating of all relevant information.
• 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.
• Assist with profit growth for the business through sales and acquisition of new clients.
• Achieve expected financial targets and uphold associated service levels.
• Identify opportunities to expand our customer base with creditworthy and potentially profitable customers.
• Ensure growth and increase in customer base by managing existing clients, generating new leads and growing active customer account base.
• Act responsibly with work related resources to contribute to cost containment.
• 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.
• Develop and manage key stakeholder relationships that enable achievement of operational objectives.
• Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialisation.
• Contribute to innovation by finding faster and more accurate ways of working.
• 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 within FNB and / or across the First Rand Group (FRG).

You Will Be An Ideal Candidate If You

Requirements

In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check.

Application Deadline

Applications will close on 15 / 11 / 25. 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 may disclose disability information voluntarily; it will be kept confidential unless required by law.

Seniority level

Entry level

Employment type

Full‑time

Job function

Finance and Sales

Industry

Banking

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