Banking Advisor

RMB

Remote
Remote
Client relationship management
Sales and service fulfillment
Financial services solutions
RMB is seeking a Banking Advisor to join their Private Banking & Advisory Team in a remote capacity. The role involves managing a portfolio of affluent clients, focusing on relationship building and business development

Job Summary

  • Assist in proactively managing a portfolio of affluent clients with a team of Private Bankers through provision of analysis, research, sales and service fulfilment.
  • Understand and market all financial services solutions within the relevant business offering.
  • Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.

Matching Summary

Match Score: 85

RMB is seeking a Banking Advisor to join their Private Banking & Advisory Team in a remote capacity. The role involves managing a portfolio of affluent clients, focusing on relationship building and business development.

Skills & Requirements

Must-have

  • Client relationship management
  • Sales and service fulfillment
  • Financial services solutions
  • Lead pipeline management

Nice-to-have

  • Curious and courageous
  • Commitment to excellence
  • Adaptable environment
  • Diverse perspectives

Key Requirements

  • RE5 Certificate with a bachelor's degree at NQF7
  • 3 to 5 years' experience in Sales/Service
  • Not unrehabilitated insolvent

Work Rights

Not specified

Tailored Resume

Cover Letter