Private Wealth Banking Advisor - Client Growth & Strategy

FirstRand; Durban; On-site; ZAR 400 000 - 600 000; Full time

Job summary

A leading financial services group in Durban is seeking to fill a role that involves managing a portfolio of Private Wealth Clients. The successful candidate will proactively identify opportunities to deposit new business and enhance the experience of existing clients. Responsibilities include ensuring exceptional service delivery, achieving financial targets, and developing stakeholder relationships. Candidates should have strong analytical skills and a commitment to service excellence as part of a collaborative team.

Qualifications

• Ability to manage stakeholder relationships effectively.
• Strong analytical and research skills.
• Experience in sales and client engagement.

Responsibilities

• Manage a portfolio of Private Wealth Clients.
• Achieve financial targets and uphold service levels.
• Deliver high-quality financial advice to clients.

Job description

A leading financial services group in Durban is seeking to fill a role that involves managing a portfolio of Private Wealth Clients. The successful candidate will proactively identify opportunities to deposit new business and enhance the experience of existing clients. Responsibilities include ensuring exceptional service delivery, achieving financial targets, and developing stakeholder relationships. Candidates should have strong analytical skills and a commitment to service excellence as part of a collaborative team.