Banking Advisor Job in Johannesburg
Job Description
Banking Advisor Job. To assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through the provision of analysis, research, and 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.
Responsibilities of Banking Advisor Job
- Act responsibly with work-related resources in order to contribute to cost containment.
- Achieve expected financial targets and uphold associated service levels.
- Deliver exceptional and high-quality advice that exceeds customers’ expectations through proactive, innovative, and appropriate solutions.
- Contribute to a culture of service excellence, which builds positive relationships and provides opportunities for feedback and exceptional service.
- Provide sound services and recommendations based on customer and client needs, current information, and trends.
- Develop and manage key stakeholder relationships that enable the achievement of operational objectives.
- Ensure growth and increase in customer base by managing existing clients, generating new leads, and growing active customer account base.
- Identify opportunities to expand our customer base with creditworthy and potentially profitable customers.
- Provide an efficient administration service through careful and timely planning, reporting, and updating of all relevant information.
- Comply with relevant statutory, legislative, policy, and governance requirements as well as set processes and procedures related to the area of specialization.
- Compile reports that track progress and guide the businesses to make informed decisions.
- Ensure effective management of the leads pipeline.
- Support sales through analysis of client portfolio and proactive client engagement.
- Contribute to innovation by finding faster and more accurate ways of working.
- Assist with profit growth for the business through sales and acquisition of new clients.
- Understand and market all financial services solutions within the relevant business offering.
- Continuously assess own performance, seek timely and clear feedback, and request training where appropriate.
- Develop, encourage, and nurture collaborative relationships across the FRG.
Requirements
- Bachelor’s degree in Finance, Business, or related field.
- Previous experience in banking, financial advising, or customer service.
- Knowledge of banking products, services, and regulations.
- Strong communication and interpersonal skills.
- Ability to build and maintain customer relationships.
- Sales and marketing abilities to promote banking products.
- Analytical and problem-solving skills.
- Proficiency in financial software and tools.
- Understanding of risk management and compliance.
- Adaptability to changing market conditions and customer needs.
- High level of integrity, professionalism, and ethical standards.
