Banking Advisor Wealth

About this role

FNB, part of the FirstRand Group, is recruiting a Banking Advisor Wealth based in Cape Town. The role sits within the Private Banking and Advisory Team and supports a portfolio of private wealth clients, working alongside a team of Private Bankers.

What you’ll do

• Look after a portfolio of private wealth clients and give them sound advice based on their needs and current market trends.
• Analyse client portfolios and reach out to clients to support sales and find new banking opportunities.
• Manage the leads pipeline and help grow the business by winning new clients and keeping existing ones active.
• Keep accurate records and prepare reports that track progress and help the business make decisions.
• Meet agreed financial targets and service levels while using work resources responsibly.
• Build and maintain relationships with key stakeholders, both inside FNB and across the FirstRand Group.
• Follow all relevant laws, policies and governance requirements, and market the full range of financial solutions available.

What you need

• A relevant NQF 7 degree in Finance, Economics or Accounting.
• RE5 qualification.
• 2 to 3 years of experience in a sales or service role within a banking or financial environment.
• A credit record check will be done, as required under the National Credit Act (NCA).

Is this job for you?

This role suits someone with a finance-related degree and some banking sales or service experience who enjoys building client relationships. You should be comfortable with analysis, reporting and meeting targets.

Tips before you apply

• Have your degree certificate, RE5 certificate and ID ready so you can prove your qualifications quickly.
• Show your sales or service results in your CV, such as client numbers, portfolio growth or targets met.
• Use your CV to show your 2 to 3 years of banking or financial experience clearly, with dates and your main responsibilities in each role.

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