At FNB, RMB Private Bank is dedicated to providing premier wealth management advice and private banking solutions tailored to every stage of a client's financial journey. The bank prides itself on a legacy of excellence, marked by a commitment to innovation and a deep understanding of the people it serves. This client-centric approach drives the creation of sophisticated solutions that adapt to evolving financial needs and aspirations.

What sets RMB Private Bank apart is its distinctive culture, rooted in an owner-manager ethos and a strong spirit of collaboration. This environment fosters personal growth and empowers exceptional individuals to forge their own career paths, supported by robust banking principles and forward-thinking strategies.

The Role of a Banking Advisor

As a Banking Advisor within RMB Private Bank, you will be instrumental in nurturing and expanding the bank's affluent client base. This pivotal role demands a proactive and insightful approach to client engagement, financial advisory, and business development. Your primary objective will be to deliver exceptional service and bespoke financial solutions that not only meet but exceed client expectations. This involves a comprehensive understanding of their financial goals, current market trends, and the innovative products and services FNB offers.

The Banking Advisor will undertake a range of duties to ensure the success of both the client relationships and the business objectives. These include:

• **Client Relationship Management:** Developing, managing, and growing relationships with high-net-worth individuals. This involves identifying their needs, providing tailored advice, and ensuring their continued satisfaction with the bank's offerings.
• **Financial Advisory:** Offering sound financial advice and recommendations, drawing upon up-to-date market information and an in-depth understanding of FNB's comprehensive suite of financial services.
• **Business Development:** Proactively seeking opportunities to expand the client base by identifying and attracting creditworthy prospects. This also includes strategies for growing the active customer account base.
• **Sales and Growth:** Achieving financial targets, contributing to profit growth through strategic sales initiatives, and ensuring the effective management of the client pipeline.
• **Operational Excellence:** Maintaining efficient administrative services through meticulous planning, reporting, and upkeep of all relevant client information.
• **Compliance:** Adhering strictly to all relevant statutory, legislative, policy, and governance requirements, as well as internal processes and procedures.
• **Innovation and Improvement:** Contributing to a culture of continuous improvement by identifying more efficient and accurate ways of working, and championing innovative solutions.
• **Collaboration:** Fostering positive working relationships within FNB and across the broader FirstRand Group to achieve shared objectives.
• **Performance Management:** Continuously assessing personal performance, actively seeking feedback, and identifying areas for professional development and training.

Qualifications and Experience

To excel in this role, candidates will need a solid educational foundation and relevant professional experience. Essential qualifications include:

• A relevant degree in Finance, Economics, or Accounting.
• A minimum of 2 to 3 years of experience in a sales or service-oriented role within the financial services sector.
• FAIS accreditation, including the RE (Regulatory Examination), is highly preferred.

In accordance with the National Credit Act (NCA), all candidates applying for this position will undergo a credit record check. Candidates must not be existing unrehabilitated insolvents.

This opportunity at RMB Private Bank offers a significant career step for seasoned financial professionals looking to make a sophisticated impact within a leading private banking environment in Johannesburg. Successful candidates will play a crucial part in upholding FNB's reputation for service excellence and innovative wealth management.

Qualifications and Experience                     

• Relevant Degree in Finance or Economics or Accounting.
• Preferred Qualification: FAIS accreditation required (RE).
• 2 - 3 years’ experience within a Sales/Service area of a financial environment.

Are you interested to take the step? We look forward to engaging with you further. Apply now!

If your track record in wealth management precedes you and you meet the above requirements, we would like to have a conversation with you.

In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check. You must not be an unrehabilitated insolvent.

All suitably qualified candidates will be considered. Appointments will be made in line with the Bank's Employment Equity Strategy. FirstRand actively supports the recruitment and advancement of individuals with disabilities. We recommend that candidates be encouraged to declare their disability and consult the Bank should they require reasonable accommodation.

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Important Closing Date Note

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.