Banking Advisor Wealth- Bellville

In brief

Overview This role is for a Banking Advisor Wealth in Bellville, working with First National Bank (FNB). The position involves assisting a team of Private Advisors in proactively managing a portfolio of RMB Private Wealth Clients. Key responsibilities include providing analysis, research, and sales and service fulfilment, with the strategic intent of identifying opportunities for banking new clients and growing existing client portfolios through effective stakeholder management. What you will do * Provide sound services and recommendations based on customer and client needs, current information, and trends. * Provide an efficient administration service through careful and timeous 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 the 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 RMB and/or across the First Rand Group FRG. Requirements (from the original advert) * Relevant NQF7 Level Degree in Finance, Economics or Accounting. * Completed RE5 qualification. * 2 - 3 years’ experience within a Sales/Service area of a banking / financial environment. Who should apply The ideal candidate is someone capable of providing sound advice, efficient administrative support, and compiling insightful reports. They should be adept at managing sales leads, supporting sales through client analysis and proactive engagement, and focused on achieving financial targets and expanding the customer base. The role requires an individual who acts responsibly with resources, delivers high-quality and innovative advice, contributes to service excellence, and builds strong stakeholder relationships. The candidate should be compliant with regulatory requirements, innovative in their work approach, knowledgeable in financial services solutions, committed to continuous self-improvement, and able to foster collaborative relationships. Deadline October 12, 2026 Reference Original posting: https://www.myjobmag.co.za/job/banking-advisor-wealth-bellville-fnb-south-africa-5 Source: myjobmag

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At a glance

• At least 2 years of experience.

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