Banking Advisor

Firstrand

Proactive client management
Sales and service fulfillment
Stakeholder management
You will assist in managing a portfolio of affluent clients alongside Private Bankers

Job Summary

  • You will assist in managing a portfolio of affluent clients alongside Private Bankers.
  • The role involves building relationships based on trust and contributing to service excellence.
  • You will have opportunities to innovate and collaborate within a diverse team.

Matching Summary

You will assist in managing a portfolio of affluent clients alongside Private Bankers.

Skills & Requirements

Must-have

  • Proactive client management
  • Sales and service fulfillment
  • Stakeholder management

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