Banking Advisor Wealth- Stellenbosch

In brief

**Overview** This role is for a Banking Advisor Wealth at First National Bank, specifically within RMB Private Wealth in Stellenbosch. 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, sales, and service fulfillment, with the aim of identifying opportunities for banking new clients and expanding relationships with existing clients 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 who can proactively manage client portfolios, provide sound financial advice and recommendations, ensure efficient administration, compile insightful reports, effectively manage sales leads, and actively support sales and client acquisition. They should be able to achieve financial targets, act responsibly with resources, deliver exceptional service, build strong stakeholder relationships, comply with regulations, contribute to innovation, and foster collaborative relationships. The role suits an individual with a focus on client growth, service excellence, and continuous personal development within a banking/financial environment. **Deadline** October 12, 2026 **Reference** Original posting: https://www.myjobmag.co.za/job/banking-advisor-wealth-stellenbosch-fnb-south-africa Source: myjobmag

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At a glance

• At least 2 years of experience.

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