Banking Advisor

Banking Advisor - Academy

Locations: Johannesburg

Posted: 9 Days Ago

End Date: April 30, (19 days left to apply)

Job Requisition ID: R

Job Description

The Banking Advisor Academy role involves proactively managing a portfolio of affluent clients alongside a team of Private Bankers, focusing on analysis, research, sales, and service fulfillment to identify opportunities for acquiring new clients and expanding existing client portfolios.

Incubation training period of 3-6 months.

Key Responsibilities:

1. Building trust-based relationships.
2. Fostering a culture of service excellence.
3. Marketing financial services solutions.
4. Managing the leads pipeline to drive profit growth.
5. Consistently delivering high-quality outputs within set deadlines.

You will be an ideal candidate if you meet the following:

Minimum Qualification: RE5 Certificate with a Degree NQF7 (FSCA Approved) level in Finance or Accounting.

Experience Required: 2 to 3 years' experience within a Sales/Service area of a financial environment; Banking preferred.

A person must not be unrehabilitated insolvent.

You will have access to:

1. Opportunities to network and collaborate.
2. Challenging working opportunities to innovate.

We can be a match if you are:

1. Curious & courageous - driven by always wanting to know more and learn more, brave enough to take risks.
2. Obsessed with mastery - know what it takes to become good at what you do and are constantly pushing yourself to do it.

Ensure growth and increase in customer base by managing existing clients, generating new leads, and growing the active customer account base.

Comply with relevant statutory, legislative, policy, and governance requirements and set processes and procedures related to specialization.

Are you interested to take the step?

We look forward to engaging with you further.

Apply now!

Additional Requirements:

In accordance with the National Credit Act (NCA), candidates applying for this role will require a credit record check.

Job Details:

Take note that applications will not be accepted on the below date and onwards; kindly submit applications ahead of the closing date indicated below: 30 / 04 / 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.