Wealth Banking Advisor — Private Client Portfolio Growth

Fnbnamibia; Stellenbosch; In loco; ZAR 603.000 - 670.000; Tempo pieno

Descrizione del lavoro

RMB Private Wealth in Stellenbosch seeks a Banking Advisor to proactively manage a client portfolio with Private Advisors, conducting analysis, research and sales fulfilment. You will identify opportunities to bank new clients and grow existing relationships through strong stakeholder management.

Ideal candidates have 2–3 years in a banking/sales/service role, an NQF7 degree in finance/economics/accounting, and RE5 qualification.

Competenze

• Relevant NQF7 level degree in Finance, Economics or Accounting.
• RE5 qualification completed.
• 2–3 years’ experience in a Sales/Service banking/financial environment.

Mansioni

• Provide sound services and recommendations based on client needs and trends.
• Manage administration with careful planning, reporting and data updates.
• Compile reports to track progress and guide business decisions.

Conoscenze

Portfolio analysis

Client engagement

Sales support

Reporting

Lead management

Formazione

NQF7 Degree in Finance/Economics/Accounting

RE5 qualification

Descrizione del lavoro

RMB Private Wealth in Stellenbosch seeks a Banking Advisor to proactively manage a client portfolio with Private Advisors, conducting analysis, research and sales fulfilment. You will identify opportunities to bank new clients and grow existing relationships through strong stakeholder management.

Ideal candidates have 2–3 years in a banking/sales/service role, an NQF7 degree in finance/economics/accounting, and RE5 qualification.