Banking Advisor Private Client

Overview

To assist in proactively managing a portfolio of affluent clients with a team of Private Bankers through provision of analysis, research, 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.

• Contribute to a culture of service excellence, build positive relationships and provide 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.
• 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 efficient administration through careful and timely 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 to contribute to cost containment.
• Ensure growth and increase in customer base by managing existing clients, generating new leads and growing the active customer account base.
• Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialization.
• 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 Are:
  Minimum Qualification — RE5 Certificate with a Degree (NQF7) 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 to opportunities to network and collaborate.
• Challenging working environment with opportunities to innovate.
• Growth in customer base and active account base through effective relationship management.

Additional notes:
All appointments will be made in line with First Rand Group’s Employment Equity plan. The group supports the recruitment and advancement of individuals with disabilities. Candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless required by law to disclose to other parties.