Job Description To support the proactive management of affluent client portfolio by partnering with Private Bankers to deliver insightful analysis, conduct research, and ensure seamless execution of sales and service activities. The job focuses on identifying opportunities to onboard new clients and expand relationships with existing ones. Are You Someone Who Can: Contribute to a culture of service excellence, build positive relationships and provide opportunities 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 timely 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 to contribute to cost containment. 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 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. 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 and courageous – driven by always wanting to know more and learn more and brave enough to be obsessed with mastery. 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. Important Closing Date Note Applications will not be accepted on the below date and onwards; kindly submit applications ahead of the closing date indicated below. 06/06/26 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. Candidates may disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless required by law to disclose to other parties. #J-18808-Ljbffr