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- Tasks: Manage affluent client portfolios and identify new banking opportunities.
- Company: Join FNB, a leader in innovative banking solutions.
- Benefits: Networking opportunities, challenging work, and a culture of service excellence.
- Other info: Build a talent pool for future roles and enjoy career growth.
- Why this job: Be part of a dynamic team that drives change and innovation.
- Qualifications: RE5 Certificate and a degree in Finance or Accounting required.
The predicted salary is between 30000 - 40000 £ per year.
To assist in proactively managing 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.
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.
Are You Someone Who Can:
- 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.
- Ensure effective management of the leads pipeline.
- Develop, encourage and nurture collaborative relationships across the FRG.
- Continuously assess own performance, seek timely and clear feedback and request training where appropriate.
- Contribute to innovation by finding faster and more accurate ways of working.
- Provide an efficient administration service through careful and timeous planning, reporting and updating of all relevant information.
- Develop and manage key stakeholder relationships that enable achievement of operational objectives.
- Deliver exceptional and high-quality service that exceeds customers' expectations through proactive, innovative and appropriate solutions.
- Act responsibly with work related resources in order to contribute to cost containment.
- Ensure growth and increase in customer base by managing existing clients, generating new leads and growing active customer account base.
- Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialisation.
- Provide sound services and recommendations based on customer and client needs, current information and trends.
- Achieve expected financial targets and uphold associated service levels.
You Will Be an Ideal Candidate If You:
- Minimum Qualification - RE5 Certificate with a Degree NQF7 level in Finance or Accounting.
- Experience - 2 to 3 years’ experience within a Sales/Service area of a financial environment.
- A person must not be unrehabilitated insolvent.
You Will Have Access To:
- Opportunities to network and collaborate.
- Challenging Working Opportunities to innovate.
We Can Be a Match If You Are:
- Curious & courageous - driven by always wanting to know more and learn more.
- Obsessed with mastery - constantly pushing yourself to improve.
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. Candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless required by law to disclose it to other parties.
Banking Advisor Private Client employer: FirstRand group
Contact Detail:
FirstRand group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Banking Advisor Private Client
✨Tip Number 1
Network like a pro! Get out there and connect with people in the banking industry. Attend events, join online forums, and don’t be shy to reach out on LinkedIn. The more connections you make, the better your chances of landing that Banking Advisor role.
✨Tip Number 2
Show off your skills! Prepare for interviews by practising common questions and showcasing your knowledge about financial services. Be ready to discuss how you can contribute to client management and service excellence – that’s what they’re looking for!
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way. It shows your enthusiasm for the role and keeps you fresh in their minds. Plus, it’s a great opportunity to reiterate why you’d be a perfect fit for their team.
✨Tip Number 4
Keep an eye on our website for new opportunities! We’re always looking for talented individuals to join our team. Applying directly through our site not only makes it easier for us to find you but also shows your genuine interest in being part of our community.
We think you need these skills to ace Banking Advisor Private Client
Some tips for your application 🫡
Show Your Passion: When you're writing your application, let your enthusiasm for the role shine through! We want to see that you're genuinely excited about the opportunity to work with affluent clients and contribute to our Private Banking & Advisory Team.
Tailor Your Experience: Make sure to highlight your relevant experience in sales and service within a financial environment. We love seeing how your background aligns with our needs, so don’t be shy about showcasing your skills and achievements!
Be Clear and Concise: Keep your application straightforward and to the point. We appreciate clarity, so make sure your writing is easy to read and gets straight to the heart of what you bring to the table. Avoid jargon unless it’s necessary!
Apply Through Our Website: We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for future opportunities as we build our talent pool. Don’t miss out!
How to prepare for a job interview at FirstRand group
✨Know Your Portfolio
Before the interview, take some time to research and understand the types of affluent clients you’ll be managing. Familiarise yourself with their needs and how the bank's services can meet those needs. This will show your potential employer that you're proactive and ready to hit the ground running.
✨Showcase Your Sales Skills
Prepare examples from your past experience where you've successfully managed client relationships or generated new leads. Be ready to discuss specific strategies you used to grow a portfolio or improve service delivery. This will demonstrate your ability to contribute to profit growth and client satisfaction.
✨Emphasise Collaboration
Since the role involves working closely with Private Bankers and other stakeholders, highlight your teamwork skills. Share instances where you’ve collaborated effectively in previous roles, and how you’ve nurtured relationships to achieve common goals. This will align with the bank's focus on building positive relationships.
✨Be Curious and Open to Feedback
During the interview, express your eagerness to learn and grow within the role. Discuss how you actively seek feedback and training opportunities to enhance your performance. This aligns perfectly with the bank’s culture of curiosity and continuous improvement, making you a more attractive candidate.