Banking Advisor Affluent- FirstRand Group x1
Job Details
- Position: Banking Advisor Affluent
- Company: FirstRand Group
- Location: Bloemfontein
- Employment Type: Full-time
- Job Requisition ID: R52445
- Posted: 4 days ago
- Closing Date: 14 August 2026
- Job Category: Banking / Financial Services
Job Overview
FirstRand is seeking a Banking Advisor Affluent to support the proactive management of an affluent client portfolio in partnership with Private Bankers.
The successful candidate will assist with client relationship management, financial services solutions, sales opportunities, research and portfolio administration. The role focuses on identifying opportunities to acquire new clients while strengthening and expanding relationships with existing customers.
Key Responsibilities
Client Service & Relationship Management
- Deliver exceptional service that exceeds customer expectations.
- Build and maintain positive relationships with affluent clients.
- Provide proactive and appropriate financial solutions based on customer needs.
- Develop and manage key stakeholder relationships.
- Contribute to a culture of service excellence and actively seek customer feedback.
Sales & Business Growth
- Support Private Bankers in identifying opportunities to grow the client portfolio.
- Market relevant financial services and solutions.
- Manage the leads pipeline effectively.
- Generate new leads and contribute to customer acquisition.
- Strengthen existing client relationships to increase the active customer base.
- Contribute towards achieving financial and business growth targets.
Portfolio & Administrative Support
- Assist with the proactive management of the affluent client portfolio.
- Provide insightful analysis and conduct relevant research.
- Ensure smooth execution of sales and service activities.
- Provide accurate and timely administration, reporting and information updates.
- Ensure operational activities are carefully planned and executed.
Collaboration & Innovation
- Develop collaborative relationships across the FirstRand Group.
- Work closely with Private Bankers and relevant stakeholders.
- Identify faster, more accurate and innovative ways of working.
- Continuously evaluate personal performance and seek feedback and development opportunities.
Compliance & Governance
- Comply with relevant statutory and legislative requirements.
- Adhere to organisational policies, governance requirements, processes and procedures.
- Manage work-related resources responsibly and contribute to cost containment.
- Ensure service levels and financial targets are consistently achieved.
Ideal Candidate
The role would suit someone who is:
- Customer-focused and relationship-driven.
- Comfortable working towards sales and financial targets.
- Able to identify and develop new business opportunities.
- Strong in communication and stakeholder engagement.
- Analytical and able to provide sound recommendations.
- Organised and capable of managing multiple priorities.
- Proactive, innovative and solutions-oriented.
- Committed to delivering excellent client service.
- Able to work collaboratively with Private Bankers and broader business teams.