Banking Advisor Private Wealth

RMB / FNB

Re5 certificate with nqf7 degree in finance or accounting
2 to 3 years sales service experience in financial environment
Proactive stakeholder management and relationship building
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 while ensuring effective management of the leads pipeline.
  • The position offers opportunities to network, collaborate, and innovate within a diverse team of experts at FNB.

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 NQF7 Degree in Finance or Accounting
  • 2 to 3 years sales service experience in financial environment
  • Proactive stakeholder management and relationship building

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 required
  • NQF7 level Degree in Finance or Accounting
  • 2 to 3 years experience in financial sales/service
  • Must not be an unrehabilitated insolvent

Work Rights

Not specified

Tailored Resume

Cover Letter