Banking Advisor

Job Description

Assist in managing a portfolio of affluent clients with a team of Private Bankers through analysis, research, sales, and service fulfillment. The role focuses on identifying opportunities for new clients, growing existing client portfolios, building strong relationships, delivering high-quality outputs, and contributing to business profit growth within the Private Banking & Advisory Team.

Requirements

• Proactively manage a portfolio of affluent clients with a team of Private Bankers through analysis, research, sales, and service fulfillment
• Build sound relationships based on trust and openness
• Contribute to a culture of service excellence, providing opportunity for feedback and exceptional service
• Understand and market all financial services solutions within the relevant business offering
• Assist with profit growth by effectively managing the leads pipeline
• Consistently produce high-quality outputs within agreed deadlines
• Minimum Qualification: RE5 Certificate with a Degree NQF7 (FSCA Approved) level in Finance or Accounting
• 2 to 3 years’ experience in Sales/Service within a financial environment, banking preferred
• Must not be an unrehabilitated insolvent
• Comply with relevant statutory, legislative, policy, and governance requirements
• Ensure growth and increase in customer base by managing existing clients, generating new leads, and growing active accounts
• Credit record check required in accordance with National Credit Act (NCA)

Responsibilities

• Manage a portfolio of affluent clients alongside Private Bankers
• Provide analysis, research, sales, and service fulfillment
• Identify additional opportunities for new clients and growing existing portfolios
• Build and maintain client relationships based on trust
• Contribute to service excellence and positive client experiences
• Market financial services solutions effectively
• Manage the leads pipeline to assist with profit growth
• Produce outputs of high quality within deadlines
• Collaborate and network within the team and wider organization
• Innovate within challenging working opportunities
• Follow statutory and policy procedures related to specialization
• Drive growth in customer base and accounts