The role involves proactively managing a portfolio of affluent clients to identify opportunities for growing the existing client base and acquiring new ones
Job Summary
The role involves proactively managing a portfolio of affluent clients to identify opportunities for growing the existing client base and acquiring new ones.
Candidates must provide sound financial recommendations based on current trends and ensure efficient administration through careful planning and reporting.
The position requires achieving expected financial targets while upholding high service levels and complying with all statutory governance requirements.
Matching Summary
The role involves proactively managing a portfolio of affluent clients to identify opportunities for growing the existing client base and acquiring new ones.
Skills & Requirements
Must-have
Affluent client portfolio management
Sales and service fulfilment
Stakeholder relationship management
Creditworthy customer acquisition
Financial services solutions marketing
Nice-to-have
Proactive innovative problem solving
Collaborative team culture contribution
Exceptional customer service delivery
Continuous performance assessment mindset
Key Requirements
NQF7 Level Degree in Finance, Economics or Accounting