{"id":1951774,"url":"https://alion.io/job/firstrand-banking-advisor-wealth-2","title":"Banking Advisor Wealth","company":{"id":4436,"name":"FirstRand","domain":"firstrand.co.za","url":"https://alion.io/company/firstrand","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":null},"role":"Management","role_family":"Management","seniority":"junior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Sandton, South Africa"],"countries":["ZA"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":16500,"max_usd":38000,"period":"year","method":"global_role_cell_scaled_by_country","sample_n":1352},"experience_years_min":2,"visa_sponsorship":false,"relocation_package":false,"has_equity":true,"technologies":[],"status":"live","first_seen_at":"2026-10-06T10:20:23Z","employer_posted_date":"2026-10-06","last_verified_at":"2026-10-10T21:51:42Z","board_verified":true,"closed_at":null,"days_open":4,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":4},"description":"Job Description\nRMB Private Bank offers leading wealth management advice and private banking solutions that span all stages of our client’s wealth journey. Our strong record of excellence, combined with a reputation for innovation and a genuine interest in the people we serve, inspires us to craft insightful solutions that evolve as our clients’ financial needs and aspirations change.While most Private Banks compete on the same basis, it is RMB's people, our owner-manager culture, collaborative spirit, and values that distinguish us from the rest. As a respected talent brand, RMB Private Bank creates an environment where exceptional people can create their own opportunities, supported by sound banking principles and innovative thinking.\nThe Banking Advisor assists in proactively managing a portfolio of Private Wealth Clients with a team of Private Advisors through provision of analysis, research and 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.\nAct responsibly with work related resources in order to contribute to cost containment.\n\nAchieve expected financial targets and uphold associated service levels.\n\nDeliver exceptional and high-quality advice that exceeds customers’ expectations through proactive, innovative and appropriate solutions.\n\nContribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.\n\nProvide sound services and recommendations based on customer and client needs, current information and trends.\n\nDevelop and manage key stakeholder relationships that enable achievement of operational objectives.\n\nEnsure growth and increase in customer base by managing existing clients, generating new leads and growing active customer account base.\n\nIdentify opportunities to expand our customer base with creditworthy and potentially profitable customers.\n\nProvide an efficient administration service through careful and timeous planning, reporting and updating of all relevant information.\n\nComply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialisation.\n\nCompile reports that track progress and guide business to make informed decisions.\n\nEnsure effective management of the leads pipeline.\n\nSupport sales through analysis of client portfolio and pro-active client engagement.\n\nContribute to innovation by finding faster and more accurate ways of working.\n\nAssist with profit growth for the business through sales and acquisition of new clients.\n\nUnderstand and market all financial services solutions within the relevant business offering.\n\nContinuously assess own performance, seek timely and clear feedback and request training where appropriate.\n\nDevelop, encourage and nurture collaborative relationships across the FRG.\n\nQualifications and Experience\nRelevant FSCA Approved NQF7 in Finance or Economics or Accounting.\n\nPreferred Qualification: FAIS accreditation required (RE5).\n\n2 - 3 years’ experience within a Sales/Service area of a financial environment.\n\nImportant Closing Date Note\nTake note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.\n14/10/26All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.","description_format":"text","description_chars":3814,"description_truncated":false,"requirements":{"experience_years_min":2,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Equity"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Commercial & Retail Banks","Investment Banking & M&A Advisory","Leasing, Auto & Equipment Finance"],"lifecycle":[{"event":"open","at":"2026-10-06T10:20:23Z"}],"visa":[],"liveness":{"score":99,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.993,"p_room":1,"age_days":3,"expected_fill_days":17,"reasons":["conf:7","wave","velocity","win:early","comp:junior,brand"],"computed_at":"2026-10-10T05:45:15Z"},"pay":null,"html_url":"https://alion.io/job/firstrand-banking-advisor-wealth-2","json_url":"https://alion.io/job/firstrand-banking-advisor-wealth-2.json","meta":{"generated_at":"2026-10-11T02:26:07Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler","counted_by":"address","units_charged":1,"used_today":3894,"day_limit":5000,"remaining_today":1106,"minute_limit":60,"resets_at":"2026-10-12T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":4436},"rest":"https://alion.io/mcp/rest/get_company?id=4436"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Ffirstrand-banking-advisor-wealth-2"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Ffirstrand-banking-advisor-wealth-2"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Ffirstrand-banking-advisor-wealth-2"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/firstrand-banking-advisor-wealth-2\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Ffirstrand-banking-advisor-wealth-2"}]}