Overview To assist in proactively managing 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. Responsibilities Contribute to a culture of service excellence, build positive relationships and provide 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 and 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 efficient administration 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. Support growth and increase in the 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 the area of specialization. Provide sound services and recommendations based on customer and client needs, current information and trends. Achieve expected financial targets and uphold associated service levels. Qualifications 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 an unrehabilitated insolvent. Additional Information You will have access to opportunities to network and collaborate. Challenging working opportunities to innovate. We look for curious, courageous, and mastery-driven individuals who are committed to continual learning. Administrative and Compliance 30/11/26 is the indicated closing date for applications; 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 can disclose disability information on a voluntary basis; the information will be kept confidential unless disclosure is legally required. FirstRand provides a comprehensive range of financial services in South Africa and certain markets in broader Africa, with certain niche products and services in the UK and India. We look forward to engaging with you further. Apply now! #J-18808-Ljbffr