Banking Advisor Wealth

In brief

**Overview** The Banking Advisor Wealth role at First National Bank involves assisting a team of Private Advisors in proactively managing a portfolio of RMB Private Wealth Clients. This encompasses providing analysis, research, and sales and service fulfilment. The primary objective is to identify opportunities for banking new clients and to grow an existing client portfolio 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. * A credit record check will be required in accordance with the National Credit Act (NCA). **Who should apply** Ideal candidates are individuals capable of providing sound services and recommendations, efficiently managing administration, and compiling informative reports. They should be proficient in managing leads pipelines, supporting sales through proactive client engagement, and contributing to profit growth via new client acquisition. The role requires someone who can achieve financial targets, identify expansion opportunities, manage existing clients while generating new leads, and act responsibly with resources. Furthermore, the ideal applicant delivers exceptional advice, fosters a culture of service excellence, manages stakeholder relationships, complies with regulatory requirements, and actively seeks innovative and collaborative ways of working. Continuous self-assessment and a proactive approach to learning are also expected. **Deadline** November 2, 2026 **Reference** Original posting: https://www.myjobmag.co.za/job/banking-advisor-wealth-fnb-south-africa-23 Source: myjobmag

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At a glance

• At least 2 years of experience.

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