Private Banking Advisor For Affluent Clients

Firstrand Bank India; eMalahleni; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial institution in Mpumalanga is seeking a Banking Advisor to assist in managing a portfolio of affluent clients. The ideal candidate should have a RE5 Certificate and a Degree in Finance or Accounting, along with 2 to 3 years of sales/service experience. This role involves providing analysis and innovative solutions to meet client needs while ensuring compliance with relevant policies. Join a dynamic team focused on service excellence and growth.

Qualifications

• 2 to 3 years of sales/service experience.
• Strong analytical skills to provide innovative solutions.
• Ability to ensure compliance with relevant policies.

Responsibilities

• Assist in managing a portfolio of affluent clients.
• Provide analysis to meet client needs.
• Contribute to service excellence and growth.

Skills

Client management

Sales experience

Financial analysis

Innovative solutions

Education

RE5 Certificate

Degree in Finance or Accounting

Job description

A leading financial institution in Mpumalanga is seeking a Banking Advisor to assist in managing a portfolio of affluent clients.

The ideal candidate has a RE5 Certificate and a Degree in Finance or Accounting, along with 2 to 3 years of sales / service experience.

The role involves providing analysis and innovative solutions to meet client needs while ensuring compliance with relevant policies.

Join a dynamic team focused on service excellence and growth.