Banking Advisor Wealth

Firstrand

Proactive client management
Sales and service fulfilment
Stakeholder management
You will assist in managing a portfolio of Private Wealth Clients

Job Summary

  • You will assist in managing a portfolio of Private Wealth Clients.
  • The role involves identifying opportunities for banking new clients.
  • You will contribute to a culture of service excellence and innovation.

Matching Summary

You will assist in managing a portfolio of Private Wealth Clients.

Skills & Requirements

Must-have

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

Nice-to-have

  • Curiosity and courage
  • Obsessed with mastery
  • Collaborative relationships

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