FirstRand Bank

Banking, corporate finance, and insurance group

Banking Advisor Wealth

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours

Full-timePolokwane, South AfricaNo salary listedIn-person

About the Job

Requirements

Ability to provide analysis, research, sales, and service fulfilment for private wealth clients.
Ability to achieve financial targets and service levels while complying with statutory, legislative, policy, governance, and procedural requirements.
Ability to provide client-focused financial advice and recommendations based on customer needs, current information, and trends.
Ability to develop and manage stakeholder relationships, manage existing client accounts, generate leads, and grow the customer base.
Ability to plan, administer, report, and maintain relevant information accurately and on time.
Ability to analyse client portfolios and proactively engage clients to support sales.
Ability to assess personal performance, seek feedback, and request training where appropriate.

Responsibilities

Assist in proactively managing a portfolio of Private Wealth Clients alongside a team of Private Bankers through analysis, research, sales, and service fulfilment, identifying opportunities to acquire new clients and grow existing portfolios.
Manage work-related resources responsibly to support cost containment.
Deliver high-quality advice and appropriate solutions that exceed customer expectations.
Contribute to a service-excellence culture by building positive relationships and creating opportunities for feedback.
Develop and manage key stakeholder relationships that support operational objectives.
Grow the customer base by managing existing clients, generating new leads, and increasing active customer accounts.
Identify opportunities to expand the customer base with creditworthy, potentially profitable customers.
Provide efficient administration through planning, reporting, and updating relevant information.
Compile reports that track progress and inform business decisions.
Manage the leads pipeline effectively.
Contribute ideas for faster and more accurate ways of working.
Support business profit growth through sales and acquisition of new clients.
Understand and market financial services solutions within the relevant business offering.
Develop and nurture collaborative relationships across the FRG.

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.

Act responsibly with work related resources in order to contribute to cost containment.
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.
Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.
Provide sound services and recommendations based on customer and client needs, current information and trends.
Develop and manage key stakeholder relationships that enable achievement of operational objectives.
Ensure growth and increase in customer base by managing existing clients, generating new leads and growing active customer account base.
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.
Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialisation.
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.
Contribute to innovation by finding faster and more accurate ways of working.
Assist with profit growth for the business through sales and acquisition of new clients.
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 across the FRG.

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.

30/01/27

All 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.

About the Company

FirstRand Bank

Banking, corporate finance, and insurance group

FirstRand Bank is a large South African financial services group that combines three main divisions: FNB, RMB, and Momentum. FNB handles retail and commercial banking, RMB focuses on corporate and investment banking, and Momentum provides insurance. The company’s product lineup spans everyday banking and lending for individuals, corporate and investment banking services for businesses, and life and other insurance products. It differentiates itself by operating as a confederation of specialized divisions under one group, allowing each unit to focus on its core strengths while sharing the group’s financial backing. The goal is to deliver a broad, integrated set of financial services for retail customers, businesses, and insurers across the country and beyond.

Company size: 1,001-5,000
Company stage: IPO
Headquarters: Johannesburg, South Africa
Founded: 1838

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