Wealth Banking Advisor for Private Clients

RMB Nigeria Limited; Johannesburg; In loco; ZAR 536.000 - 670.000; Tempo pieno

Descrizione del lavoro

RMB Private Bank in Johannesburg seeks a Banking Advisor Wealth to proactively manage a portfolio of Private Wealth Clients with a team of Private Advisors. You will deliver analysis, research and sales and service fulfilment to identify opportunities and grow a portfolio of existing clients through effective stakeholder management.

The role requires 2-3 years in a financial sales/service environment, FSCA Approved NQF7 in Finance/Economics/Accounting, and FAIS accreditation (RE5) preferred.

Competenze

• Relevant FSCA Approved NQF7 in Finance or Economics or Accounting.
• Preferred Qualification: FAIS accreditation required (RE5).
• 2-3 years’ experience within a Sales/Service area of a financial environment.

Mansioni

• Assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Advisors.
• Provide analysis, research and sales and service fulfilment to identify opportunities for banking new clients.
• Develop and manage stakeholder relationships to grow client base and assets.

Conoscenze

Sales experience

Client relationships

Financial services knowledge

Analytical skills

Formazione

NQF7 Finance/Economics/Accounting

FAIS accreditation RE5

Descrizione del lavoro

RMB Private Bank in Johannesburg seeks a Banking Advisor Wealth to proactively manage a portfolio of Private Wealth Clients with a team of Private Advisors. You will deliver analysis, research and sales and service fulfilment to identify opportunities and grow a portfolio of existing clients through effective stakeholder management.

The role requires 2-3 years in a financial sales/service environment, FSCA Approved NQF7 in Finance/Economics/Accounting, and FAIS accreditation (RE5) preferred.