Banking Advisor Wealth- CPT

In brief

**Overview** This role at First National Bank (FNB) as a Banking Advisor Wealth- CPT involves supporting a team of Private Advisors in the proactive management of RMB Private Wealth Clients. The primary objective is to contribute to client portfolio management through analysis, research, and sales and service fulfillment. The position aims to identify new client opportunities, grow existing client portfolios, and ensure 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 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 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 a proactive and client-focused individual with strong analytical and administrative skills. They should be sales-oriented, capable of managing client portfolios, generating new leads, and committed to achieving financial targets and service excellence. The role requires someone who can build and manage stakeholder relationships, comply with regulatory requirements, contribute to innovation, and actively seek continuous self-improvement. **Deadline** October 12, 2026 **Reference** Original posting: https://www.myjobmag.co.za/job/banking-advisor-wealth-cpt-fnb-south-africa-2 Source: myjobmag

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At a glance

• At least 2 years of experience.

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