Banking Advisor Wealth

RMB

Re5 certificate with degree nqf7 in finance or accounting
2 to 3 years experience in financial sales or service
Proactive portfolio management of private wealth clients
The role involves proactively managing a portfolio of Private Wealth Clients through analysis, research, and sales fulfilment

Job Summary

  • The role involves proactively managing a portfolio of Private Wealth Clients through analysis, research, and sales fulfilment.
  • Candidates are expected to contribute to a culture of service excellence that builds positive relationships and provides exceptional feedback.
  • The position requires ensuring growth by managing existing clients to generate new leads and grow the active customer account base.

Matching Summary

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

Skills & Requirements

Must-have

  • RE5 Certificate with Degree NQF7 in Finance or Accounting
  • 2 to 3 years experience in financial sales or service
  • Proactive portfolio management of private wealth clients

Nice-to-have

  • Curious and courageous mindset for continuous learning
  • Obsessed with mastery and pushing personal limits
  • Ability to innovate faster and more accurate ways of working

Key Requirements

  • RE5 Certificate
  • Degree NQF7 level in Finance or Accounting
  • 2 to 3 years' experience in financial environment
  • Not an unrehabilitated insolvent person

Work Rights

Not specified

Tailored Resume

Cover Letter