Private Client Banking Advisor — Growth & Service

FirstRand group; Umhlanga Rocks; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial institution based in Umhlanga Rocks is seeking a professional to assist in managing a portfolio of affluent clients. The role involves delivering high-quality service, managing leads, and developing key stakeholder relationships. Successful candidates should have strong relationship management skills and the ability to market diverse financial services. Compliance with regulatory requirements is essential for this role.

Qualifications

• Strong relationship management skills.
• Ability to understand and market financial services.
• Experience in managing client portfolios.

Responsibilities

• Proactively manage a portfolio of affluent clients.
• Ensure effective management of the leads pipeline.
• Deliver high-quality service that exceeds expectations.

Job description

A leading financial institution based in Umhlanga Rocks is seeking a professional to assist in managing a portfolio of affluent clients. The role involves delivering high-quality service, managing leads, and developing key stakeholder relationships. Successful candidates should have strong relationship management skills and the ability to market diverse financial services. Compliance with regulatory requirements is essential for this role.