Private Banking Advisor Private Affluent

Firstrand

Portfolio management
Stakeholder management
Sales and service fulfilment
You will assist in managing a portfolio of Private Wealth Clients through analysis and research

Job Summary

  • You will assist in managing a portfolio of Private Wealth Clients through analysis and research.
  • The role involves developing and nurturing collaborative relationships across the organization.
  • You will contribute to innovation and provide exceptional service that exceeds customer expectations.

Matching Summary

You will assist in managing a portfolio of Private Wealth Clients through analysis and research.

Skills & Requirements

Must-have

  • Portfolio management
  • Stakeholder management
  • Sales and service fulfilment

Nice-to-have

  • Curiosity and courage
  • Obsessed with mastery
  • Culture of service excellence

Key Requirements

  • RE5 Certificate
  • Degree NQF7 level in Finance or Accounting
  • 2 to 3 years’ experience in financial services

Work Rights

Not specified

Tailored Resume

Cover Letter