Private Wealth Banking Advisor — Grow Client Portfolios

RMB Nigeria Limited; Cape Town; Vor Ort; ZAR 320.000 - 520.000; Vollzeit

Zusammenfassung

FNB Cape Town is seeking a Banking Advisor Wealth to assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers. You will provide analysis, research and service fulfilment while identifying opportunities for banking new clients and growing existing relationships through effective stakeholder management.

You will join the Private Banking and Advisory Team and contribute to delivering high-quality financial guidance, managing leads, and supporting

Qualifikationen

• Relevant NQF7 Level Degree in Finance, Economics or Accounting.
• Completed RE5 qualification.
• Have 2 - 3 years’ experience within a Sales/Service area of a banking / financial environment.
• In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check.

Aufgaben

• Provide sound services and recommendations based on customer and client needs, current information, and trends.
• Provide an efficient administration service through careful and timeous planning, reporting, and updating of all relevant information.
• Compile reports that track progress and guide business to make informed decisions.
• Ensure effective management of the leads pipeline.
• Support sales through analysis of client portfolio and pro-active client engagement.
• Assist with profit growth for the business through sales and acquisition of new clients.
• Achieve expected financial targets and uphold associated service levels.

Ausbildung

Relevant NQF7 Level Degree in Finance, Economics or Accounting.

RE5 qualification

Jobbeschreibung

FNB Cape Town is seeking a Banking Advisor Wealth to assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers. You will provide analysis, research and service fulfilment while identifying opportunities for banking new clients and growing existing relationships through effective stakeholder management.

You will join the Private Banking and Advisory Team and contribute to delivering high-quality financial guidance, managing leads, and supporting