Banking Advisor Wealth
FNB South Africa · George, Western Cape
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- 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 our 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 FNB and/or across the First Rand Group FRG.
You will be an ideal candidate if you
- Relevant NQF7 Level Degree in Finance, Economics or Accounting.
- Completed RE5 qualification
- Have 2 - 3 years' experience within a Sales/Service area of a banking / financial environment.
End Date: August 1, 2026