Banking Advisor

RMB

Client portfolio management
Sales and service fulfillment
Stakeholder management
Proactively manage a portfolio of affluent clients with a team of Private Bankers through provision of analysis, research, sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management

Job Summary

  • Proactively manage a portfolio of affluent clients with a team of Private Bankers through provision of analysis, research, sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management.
  • Build sound relationships based on trust and openness.
  • Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.

Matching Summary

Proactively manage a portfolio of affluent clients with a team of Private Bankers through provision of analysis, research, sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management.

Skills & Requirements

Must-have

  • Client portfolio management
  • Sales and service fulfillment
  • Stakeholder management
  • Financial services solutions
  • Lead generation and pipeline management

Nice-to-have

  • Curious and courageous
  • Obsessed with mastery
  • Adaptable environment
  • Service excellence culture

Key Requirements

  • RE5 Certificate
  • Bachelor's degree at NQF7 level
  • 3 to 5 years' experience
  • Not unrehabilitated insolvent

Work Rights

Not specified

Tailored Resume

Cover Letter