Private Banking Advisor - Grow Affluent Portfolios

RMB Nigeria Limited; Ermelo; On-site; ZAR 240,000 - 320,000; Full time

Job summary

FNB in Ermelo, within Private Banking & Advisory Team, seeks a Banking Advisor to support a portfolio of affluent clients through analysis, research, and service fulfilment, aiming to grow the client base with proactive stakeholder management.

Ideal candidates hold RE5 with a Finance/Accounting degree and 2–3 years in sales/service within financial services, with a proven ability to build relationships and drive growth.

Qualifications

• RE5 certificate with a degree in Finance or Accounting.
• 2–3 years’ experience in Sales/Service within financial services.
• Ability to build and maintain client relationships and networks.

Responsibilities

• Assist in proactively managing a portfolio of affluent clients with Private Bankers.
• Develop, nurture and manage leads pipeline to grow active accounts.
• Provide analysis, research, and service fulfilment to identify opportunities.

Skills

RE5 Certificate

Relationship management

Sales-focused service

Education

RE5 certificate with degree in Finance or Accounting

Job description

FNB in Ermelo, within Private Banking & Advisory Team, seeks a Banking Advisor to support a portfolio of affluent clients through analysis, research, and service fulfilment, aiming to grow the client base with proactive stakeholder management.

Ideal candidates hold RE5 with a Finance/Accounting degree and 2–3 years in sales/service within financial services, with a proven ability to build relationships and drive growth.