Banking Advisor Affluent

RMB

Remote
**
Client portfolio analysis
Sales and acquisition of new clients
Stakeholder management
** RMB is seeking a Banking Advisor Affluent to manage a portfolio of affluent clients remotely, focusing on providing services, analysis, and support to drive sales and client engagement. The ideal candidate should possess a relevant degree, RE5 qualification, and 2-3 years of experience in a sales/service role within the banking or financial sector. **

Job Summary

  • Assist in proactively managing a portfolio of affluent clients through provision of analysis, research, sales and service fulfilment.
  • 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.

Matching Summary

Match Score: 75

** RMB is seeking a Banking Advisor Affluent to manage a portfolio of affluent clients remotely, focusing on providing services, analysis, and support to drive sales and client engagement. The ideal candidate should possess a relevant degree, RE5 qualification, and 2-3 years of experience in a sales/service role within the banking or financial sector. **

Skills & Requirements

Must-have

  • Client portfolio analysis
  • Sales and acquisition of new clients
  • Stakeholder management
  • Financial services solutions marketing
  • Exceptional client advice delivery

Nice-to-have

  • Proactive client engagement
  • Innovative ways of working
  • Culture of service excellence
  • Collaborative relationships

Key Requirements

  • Relevant NQF7 Level Degree in Finance, Economics or Accounting
  • Completed RE5 qualification
  • 2 - 3 years’ experience in Sales/Service banking/financial environment
  • Credit record check required

Work Rights

Not specified

Tailored Resume

Cover Letter