Jobs Companies FirstRand Banking Advisor Wealth

Sobre este puesto de Banking Advisor Wealth en FirstRand

FirstRand · Presencial · Pretoria

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.
  • 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.

 

Important Closing Date Note

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

20/09/26

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 required by law to disclose this information to other parties.

¿Listo para postularte en FirstRand?
Postúlate en FirstRand

Sobre FirstRand

FirstRand provides a comprehensive range of financial services in South Africa and certain markets in broader Africa. The group also offers certain niche products and services in the UK and India. Listed on the Johannesburg Stock Exchange (JSE) and the Namibian Stock Exchange (NSX), FirstRand Limited is the largest financial institution by market capitalisation in Africa. The group follows a multi-branding approach. Its portfolio of financial services businesses includes FNB, RMB, WesBank, Ashburton Investments, Aldermore, MotoNovo and DirectAxis. Many are leaders in their respective segments and markets, offering transactional, lending, investment and insurance products and services The Fir

Ver todos los empleos en FirstRand →

Empleos similares

FirstRand
Banking Advisor Wealth
FirstRand
⚡ Postúlate pronto George Presencial
● Nuevo 👁 Visto ✓ Postulado hace 17h
FirstRand
EVERGREEN TALENT POOL_Hillcrest Node
FirstRand
⚡ Postúlate pronto Hillcrest Presencial
● Nuevo 👁 Visto ✓ Postulado hace 2d
FirstRand
Branch Advisor FAIS
FirstRand
⚡ Postúlate pronto Lydenburg Presencial
● Nuevo 👁 Visto ✓ Postulado hace 2d
FirstRand
FNB Community Advisor
FirstRand
⚡ Postúlate pronto Katlehong Presencial
● Nuevo 👁 Visto ✓ Postulado hace 2d
FirstRand
Private Wealth Advisor
FirstRand
⚡ Postúlate pronto Bellville Presencial
● Nuevo 👁 Visto ✓ Postulado hace 2d
FirstRand
FNB Community Advisor DHA
FirstRand
⚡ Postúlate pronto Shop 38-39 Promenade Mall, Cnr... Presencial
● Nuevo 👁 Visto ✓ Postulado hace 2d
FirstRand
Private Client Advisor
FirstRand
⚡ Postúlate pronto Johannesburg Presencial
● Nuevo 👁 Visto ✓ Postulado hace 2d
FirstRand
Branch External Sales and Service Advisor OBR
FirstRand
⚡ Postúlate pronto 6 Regent Street, Sea Point, Ca... Presencial
● Nuevo 👁 Visto ✓ Postulado hace 2d
FirstRand
Private Advisor Affluent
FirstRand
⚡ Postúlate pronto Bela-Bela Presencial
● Nuevo 👁 Visto ✓ Postulado hace 2d

Regístrate para recibir sugerencias adaptadas a los empleos que abres y las búsquedas que guardas.

Más empleos en FirstRand

Ver todos los empleos en FirstRand →

Postúlate ahora
🤖

Un momento — para

JobsRadar se creó para personas reales que están pasando un mal momento en su búsqueda de empleo — no para solicitudes automatizadas. Estás haciendo clic demasiado rápido y ahora estás bloqueado temporalmente.

Vuelve más tarde. Si de verdad estás buscando empleo, cuentas con nosotros — solo compórtate como una persona.

Catch your next role the second it’s posted.

Create a free account and we’ll watch the boards for you — the instant a job matches your search, it lands in your inbox or Telegram. No digging, no refreshing.

Create free account

Free forever · takes 30 seconds · already have one?

Toma ventaja en tu búsqueda de empleo.

Únete a nuestro canal de Telegram para lo que te ayuda a conseguir el puesto — referencias salariales, el pulso semanal del mercado y avisos de nuevas funciones. Sin spam, solo señal.

Únete al canal — es gratis