Banking Advisor Wealth needed at FNB South Africa

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.
• Hello future Banking Advisor (RMB)
• Welcome to the home of the changeable.  We design shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.  As part of our Private Banking & Advisory Team, you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious.
• Now’s the time to imagine your potential in a team where experts come together and ignite effective change.

Are you someone who can:

• 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.
• Provide sound services and recommendations based on customer and client needs, current information and trends.
• 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.

You will be an ideal candidate if you:

• Minimum Qualification – RE5 Certificate with a Degree NQF7 level in Finance, Economics or Accounting
• Experience – 3 to 5 years’ experience within a Sales/Service area of a financial environment – Banking.
• A person must not be unrehabilitated insolvent.

You will have access to:

• Opportunities to network and collaborate.
• Entrepreneurial environment
• Challenging Working Opportunities to innovate.

We can be a match if you are:

• Curious & courageous – you are driven by always wanting to know more and learn more and you are brave enough to Obsessed with mastery – you know what it takes to become good at what you do and are constantly pushing yourself to do it.
• Ensure growth and increase in customer base by ensuring the management of existing clients, generates new leads and grows active customer account base.
• Comply with relevant statutory, legislative, policy and governance requirements and set processes and procedures related to specialization.