Private Wealth Banking Advisor — Grow Client Portfolios

Rmbwestport; Durban; On-site; ZAR 300,000 - 500,000; Full time

Benefits offered by this job

Networking opportunities

Challenging work environment

Job summary

A leading banking institution in Durban seeks a Banking Advisor for Private Wealth to manage client portfolios and enhance service quality. The ideal candidate will have 2-3 years of experience in a financial sales/service role and hold an RE5 certification. Responsibilities include identifying growth opportunities, managing client relationships, and ensuring compliance with governance requirements. Join a dynamic team dedicated to excellent service and proactive client engagement.

Qualifications

• 2 to 3 years' experience in a Sales/Service role in a financial environment.
• Proven relationship-building skills with clients and stakeholders.
• Ability to analyze client needs and provide relevant services.

Responsibilities

• Manage a portfolio of Private Wealth clients to identify growth opportunities.
• Ensure high-quality service that exceeds customer expectations.
• Maintain accurate reporting and administration of client information.

Skills

Service excellence

Stakeholder management

Financial service solutions

Lead management

Innovative thinking

Education

RE5 Certificate

Degree NQF7 level in Finance or Accounting

Job description

A leading banking institution in Durban seeks a Banking Advisor for Private Wealth to manage client portfolios and enhance service quality. The ideal candidate will have 2-3 years of experience in a financial sales/service role and hold an RE5 certification. Responsibilities include identifying growth opportunities, managing client relationships, and ensuring compliance with governance requirements. Join a dynamic team dedicated to excellent service and proactive client engagement.