Job Description To assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through provision of analysis, research, 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 Bankers through provision of analysis, research, 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. Build and manage stakeholder relationships to enable operational success. Maintain strong internal partnerships that support Private Bankers and enhance client satisfaction. 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 effective management of the leads pipeline. Consistently produce high-quality outputs within agreed deadlines. Qualifications Relevant bachelor’s degree – NQF 7, FSCA-approved (Examples: Finance, Economics, Investment Management, Financial Planning, Business Management). RE5 Regulatory Compliance Certificates with relevant COB (Class of Business); meet all requirements on SUB-CATS. 3 to 5 years of experience within a Sales/Service area in a financial service environment. Able to build sound relationships based on trust and openness. Ensure growth and increase in customer base by managing existing clients, generating new leads and growing active customer account base. Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialization. Benefits Opportunities to network and collaborate. Earn basic guaranteed rewards with uncapped earning potential. Opportunities to innovate. Directly impact client satisfaction and business success through your contribution. Application Information 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 voluntarily disclose disability information which will be kept confidential unless required by law to be disclosed. Important Closing Date: 09/06/26. Applications will not be accepted on the below date and onwards; please submit applications ahead of the closing date indicated. #J-18808-Ljbffr