TRAFFIC North West

Banking Advisor Wealth

RMB

Job Description

Banking Advisor Wealth page is loaded Banking Advisor Wealthlocations: Rustenburgtime type: Full timeposted on: Posted Todaytime left to apply: End Date: June 9, 2026 (7 days left to apply)job requisition id: R50035# 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.Welcome to FNB, the home of the .We design for the shapeshifters and deliver products andservices that make us incredibly proud of people that make it happen.Now's the time to imagine your potential in a team where experts come together and ignite effective change. Are you someone who can: Pro-actively manage a portfolio of affluent clients with a team of Private Bankers through provision of analysis, research, 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. Build and manage stakeholder relationships to enable operational success. Maintain strong internal partnerships that support Private Bankers and enhance client satisfaction. Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service. Understand and market all financial services solutions within the relevant business offering. Assist with profit growth for the business through ensure effective management of the leads pipeline. Consistently produce high-quality outputs within agreed deadlines. You will be an ideal candidate if you have : Relevant bachelor's degree - NQF 7, FSCA-approved Examples: Finance, Economics, Investment Management, Financial Planning, Business Management. RE5 Regulatory Compliance Certificates with relevant COB (Class of Business) Meet all requirements on SUB-CATS. Experience - 3 to 5 years' experience within a Sales/Service area in a financial service environment. You will have access to: Opportunities to network and collaborate. Earn basic guaranteed rewards with uncapped earning potential. Opportunities to innovate. Directly impact client satisfaction and business success through your contribution We can be a match if you are: Able to build sound relationships based on trust and openness. 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 as well as set processes and procedures related to area of specialization. you meet the minimum requirements and are passionate about building exceptional client experiences, submit your application. Important Closing Date Note # Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below. 09/06/26All appointments will be made in line with FirstRand Group's Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.Introduce yourself to our recruiters and we will get in touch if there's a role that seems like a good match.Should you have any queries, please log it via.

About This Role

Career insights for Personal Financial Advisors positions

Salary Benchmark
R38,810/month
R27,104 to R54,338/month
Source: WageIndicator ZAR data
Job Outlook
This career will grow rapidly in the next few years.
Key Skills for This Role
Active Listening Reading Comprehension Speaking Writing Critical Thinking
Common Technologies
Act! CRM Microsoft Dynamics 365 Salesforce CRM Financial planning presentation software Microsoft PowerPoint 365 MoneyTree Silver Financial Planner (presentation feature) Envestnet MoneyGuide Ibbotson Portfolio Strategist