Banking Advisor Wealth, Polokwane

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.

Responsibilities

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.

Ideal Candidate 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.

Access

Opportunities to network and collaborate.

Challenging Working Opportunities to innovate.

Match

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.

We look forward to engaging with you further. Apply now!

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.

31/01/26

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 requiredby law to disclose this information to other parties.

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