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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 opportunities with potential for career growth.
- Why this job: Be part of a dynamic team that drives change and innovation in banking.
- Qualifications: RE5 Certificate and a degree in Finance or Accounting required.
The predicted salary is between 36000 - 60000 £ 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. In order for us to fulfil 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.
Banking Advisor Private Client in Newcastle upon Tyne employer: FirstRand group
Contact Detail:
FirstRand group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Banking Advisor Private Client in Newcastle upon Tyne
✨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 a portfolio or a presentation that highlights your achievements and how you can contribute to the team. When you get the chance to chat with potential employers, let them see what you bring to the table.
✨Tip Number 3
Be proactive! Don’t just wait for job openings to pop up. Reach out to companies you admire, like FNB, and express your interest in working with them. Sometimes, creating your own opportunity is the best way to land the job.
✨Tip Number 4
Keep learning! Stay updated on the latest trends in finance and banking. Take online courses or attend workshops to boost your knowledge. This shows potential employers that you’re committed to growth and excellence in your field.
We think you need these skills to ace Banking Advisor Private Client in Newcastle upon Tyne
Some tips for your application 🫡
Show Your Passion: When writing your application, let your enthusiasm for the role shine through! We want to see how excited you are about helping affluent clients and contributing to our culture of service excellence.
Tailor Your CV: Make sure your CV is tailored to highlight your experience in sales and service within a financial environment. We love seeing how your skills align with what we’re looking for, so don’t hold back!
Be Clear and Concise: Keep your application clear and to the point. We appreciate straightforward communication, so make sure you articulate your achievements and experiences without unnecessary fluff.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for future opportunities as well. We can’t wait to hear from you!
How to prepare for a job interview at FirstRand group
✨Know Your Portfolio
Before the interview, make sure you understand the types of clients you'll be working with. Research affluent client needs and how to manage their portfolios effectively. This will show your potential employer that you're proactive and ready to hit the ground running.
✨Master the Financial Services
Familiarise yourself with the financial services solutions offered by the company. Be prepared to discuss how these can benefit clients and how you would market them. This demonstrates your commitment to service excellence and your ability to contribute to profit growth.
✨Showcase Your Relationship Skills
Think of examples where you've successfully built and nurtured relationships in a professional setting. Be ready to share how you would develop key stakeholder relationships in this role. This is crucial for managing existing clients and generating new leads.
✨Embrace Feedback and Growth
During the interview, express your willingness to seek feedback and improve continuously. Share instances where you've actively sought training or development opportunities. This aligns with the company's culture of curiosity and innovation, making you a great fit.