Private Banking Advisor Private Affluent

RMB

Remote
**
Service excellence
Financial services solutions
Profit growth
** RMB is seeking a Private Banking Advisor to manage a portfolio of Private Wealth Clients remotely. The ideal candidate will have a finance or accounting degree, relevant experience in sales/service within a financial environment, and a strong commitment to client relationship management. **

Job Summary

  • Assist in proactively managing a portfolio of Private Wealth Clients through provision of analysis, research and sales and service fulfilment.
  • Contribute to profit growth for the business by ensuring effective management of the leads pipeline and developing collaborative relationships.
  • Deliver exceptional and high-quality service that exceeds customers' expectations through proactive, innovative and appropriate solutions.

Matching Summary

Match Score: 75

** RMB is seeking a Private Banking Advisor to manage a portfolio of Private Wealth Clients remotely. The ideal candidate will have a finance or accounting degree, relevant experience in sales/service within a financial environment, and a strong commitment to client relationship management. **

Skills & Requirements

Must-have

  • service excellence
  • financial services solutions
  • profit growth
  • leads pipeline management
  • stakeholder relationships
  • customer base growth

Nice-to-have

  • culture of innovation
  • curious and courageous
  • obsessed with mastery

Key Requirements

  • RE5 Certificate
  • Degree NQF7 in Finance or Accounting
  • 2 to 3 years' experience in Sales/Service
  • Not an unrehabilitated insolvent

Work Rights

Not specified

Tailored Resume

Cover Letter