Banking Advisor vacancy at First National Bank

Banking Advisor vacancy at First National Bank

Deadline: 30 November 2024

Location: Durban, South Africa

Banking Advisor vacancy at First National Bank

First National Bank is recruiting and accepting applications for Banking Advisor vacancy.

Purpose: To assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Advisors through provision of analysis, research and 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.

RESPONSIBILITIES

• Proactively manage a portfolio of affluent clients with a team of Private Advisor through provision of analysis, research, sales and service fulfillment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management.
• Build sound relationships based on trust and openness.
• 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 through ensure effective management of the leads pipeline.
• Consistently produce high-quality outputs within agreed deadlines.

MORE OPPORTUNITIES:

• Warehouse Assistant vacancy at Anglo American
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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 – you are driven by always wanting to know more and learn more and you are brave enough to Obsessed with mastery – you 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 ensuring the management of existing clients, generates new leads and grows active customer account base.
• Comply with relevant statutory, legislative, policy and governance requirements and set processes and procedures related to specialization.

Application

To apply, visit First National Bank recruitment portal.

All appointments will be made in line with FirstRand Group’s Employment Equity plan.

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