Private Banking Advisor Private Wealth

RMB

Re5 certificate required
2 to 3 years sales experience
Degree nqf7 in finance or accounting
The role involves proactively managing a portfolio of Private Wealth Clients through analysis, research, and sales fulfillment

Job Summary

  • The role involves proactively managing a portfolio of Private Wealth Clients through analysis, research, and sales fulfillment.
  • Candidates are expected to contribute to a culture of service excellence while ensuring effective management of the leads pipeline.
  • The position requires achieving expected financial targets and growing the customer base by generating new leads from existing clients.

Matching Summary

The role involves proactively managing a portfolio of Private Wealth Clients through analysis, research, and sales fulfillment.

Skills & Requirements

Must-have

  • RE5 Certificate required
  • 2 to 3 years sales experience
  • Degree NQF7 in Finance or Accounting

Nice-to-have

  • Curious and courageous mindset
  • Obsessed with mastery
  • Collaborative stakeholder relationships

Key Requirements

  • RE5 Certificate
  • NQF7 Degree in Finance or Accounting
  • 2-3 years financial sales experience
  • Not an unrehabilitated insolvent person

Work Rights

Not specified

Tailored Resume

Cover Letter