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- Tasks: Help manage a portfolio of affluent clients and identify new banking opportunities.
- Company: Join a leading bank focused on service excellence and client relationships.
- Benefits: Enjoy a collaborative work culture with opportunities for training and growth.
- Why this job: Be part of a team that values innovation and exceptional service in banking.
- Qualifications: No specific qualifications listed; enthusiasm and willingness to learn are key.
- Other info: Apply by January 31, 2025, and support diversity in the workplace.
The predicted salary is between 28800 - 43200 £ per year.
time left to apply End Date: January 31, 2025 (4 days left to apply)
job requisition id R27774
Job Description
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.
- 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.
Job Details
Application Closing Date: 31/01/25
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.
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Banking Advisor employer: Wesbank
Contact Detail:
Wesbank Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Banking Advisor
✨Tip Number 1
Familiarize yourself with the financial services solutions offered by the bank. Understanding these products will help you effectively communicate their benefits to potential clients and demonstrate your expertise during the interview.
✨Tip Number 2
Network with current employees or professionals in the banking sector. Engaging with them can provide insights into the company culture and expectations, which can be invaluable when preparing for your interview.
✨Tip Number 3
Prepare to discuss your experience in managing client relationships. Be ready to share specific examples of how you've successfully grown a client base or improved customer satisfaction in previous roles.
✨Tip Number 4
Stay updated on current trends in the banking industry. Being knowledgeable about market changes and customer needs will allow you to speak confidently about how you can contribute to the bank's growth and service excellence.
We think you need these skills to ace Banking Advisor
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Banking Advisor position. Understand the key responsibilities and required skills, as this will help you tailor your application to highlight relevant experiences.
Highlight Relevant Experience: In your CV and cover letter, emphasize any previous experience in banking or client management. Use specific examples that demonstrate your ability to manage portfolios, build relationships, and achieve financial targets.
Showcase Your Skills: Make sure to showcase skills that align with the job requirements, such as stakeholder management, service excellence, and innovative problem-solving. Provide concrete examples of how you've applied these skills in past roles.
Tailor Your Application: Customize your cover letter to reflect your understanding of the company’s values and how you can contribute to their goals. Mention your commitment to service excellence and your proactive approach to client management.
How to prepare for a job interview at Wesbank
✨Understand the Role
Make sure you have a clear understanding of what a Banking Advisor does. Familiarize yourself with the responsibilities mentioned in the job description, such as managing a portfolio of affluent clients and providing exceptional service.
✨Showcase Your Relationship Management Skills
Prepare examples that demonstrate your ability to build and nurture relationships with clients and stakeholders. Highlight any past experiences where you successfully managed client portfolios or contributed to service excellence.
✨Be Ready to Discuss Financial Solutions
Since the role involves marketing financial services solutions, be prepared to discuss various products and services. Show your knowledge of current trends in the banking sector and how they can benefit clients.
✨Demonstrate a Proactive Approach
Emphasize your proactive nature by discussing how you've previously identified opportunities for growth or improvement. Share specific instances where you took initiative to enhance client satisfaction or streamline processes.
