Private Banking Advisor: Grow Wealth & Relationships

RMB; Ermelo; Sur place; ZAR 450 000 - 600 000; Plein temps

Avantages offerts par ce poste

Networking opportunities

Résumé du poste

FNB is seeking a Banking Advisor for Ermelo to proactively manage a portfolio of affluent clients with a team of Private Bankers. You will analyze data, drive service excellence and market financial solutions to grow the client base.

The ideal candidate holds an RE5 certificate with a Finance/Accounting degree and 2–3 years in a sales/service financial environment, with a commitment to governance and relationship management. Closing date applies.

Qualifications

• Minimum qualification RE5 certificate with a degree (NQF7) in Finance or Accounting.
• 2–3 years’ experience in a financial services sales/service environment.
• Must meet regulatory and governance requirements.

Responsabilités

• Assist in managing a portfolio of affluent clients with Private Bankers.
• Develop, nurture and manage leads to grow existing client accounts.
• Market and present financial services solutions to clients and stakeholders.
• Maintain accurate planning, reporting and information updates.

Connaissances

Sales experience

Customer service

Financial services

Formation

RE5 Certificate with a Degree in Finance or Accounting

Description du poste

FNB is seeking a Banking Advisor for Ermelo to proactively manage a portfolio of affluent clients with a team of Private Bankers. You will analyze data, drive service excellence and market financial solutions to grow the client base.

The ideal candidate holds an RE5 certificate with a Finance/Accounting degree and 2–3 years in a sales/service financial environment, with a commitment to governance and relationship management. Closing date applies.