Wealth Banking Advisor: Grow Portfolios & Client Relationships

FNB South Africa; Stellenbosch; Vor Ort; ZAR 600.000 - 900.000; Vollzeit

Zusammenfassung

RMB Private Wealth is seeking a qualified professional to assist in proactively managing a portfolio of RMB Private Wealth Clients with a team of Private Advisors through analysis, research, and service fulfilment. The role focuses on identifying opportunities for banking new clients and growing portfolios via effective stakeholder management.

Requirements include an NQF7 degree in Finance, Economics or Accounting, RE5 qualification, and 2–3 years’ sales/service experience in banking/financial

Qualifikationen

• Relevant NQF7 Level Degree in Finance, Economics or Accounting.
• Completed RE5 qualification.
• 2–3 years of experience within a Sales/Service area of a banking/financial environment.

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.
• Identify opportunities to expand our customer base with creditworthy and potentially profitable customers.
• Deliver exceptional and high-quality advice that exceeds customers’ expectations through proactive, innovative, and appropriate solutions.

Ausbildung

NQF7 Level Degree in Finance, Economics or Accounting

RE5 qualification

Jobbeschreibung

RMB Private Wealth is seeking a qualified professional to assist in proactively managing a portfolio of RMB Private Wealth Clients with a team of Private Advisors through analysis, research, and service fulfilment. The role focuses on identifying opportunities for banking new clients and growing portfolios via effective stakeholder management.

Requirements include an NQF7 degree in Finance, Economics or Accounting, RE5 qualification, and 2–3 years’ sales/service experience in banking/financial