Banking Advisor Private Client

RMB

Remote
**
Client portfolio management
Sales and service fulfilment
Stakeholder management
** RMB is seeking a remote Banking Advisor for Private Clients who will manage a portfolio of affluent clients by providing analysis, research, and sales support. The ideal candidate will possess relevant financial qualifications and experience, focusing on service excellence and stakeholder management to grow the client base. **

Job Summary

  • Assist in proactively managing a portfolio of affluent clients with a team of Private Bankers through provision of analysis, research, sales and service fulfilment.
  • Contribute to profit growth for the business and ensure effective management of the leads pipeline.
  • 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 remote Banking Advisor for Private Clients who will manage a portfolio of affluent clients by providing analysis, research, and sales support. The ideal candidate will possess relevant financial qualifications and experience, focusing on service excellence and stakeholder management to grow the client base. **

Skills & Requirements

Must-have

  • Client portfolio management
  • Sales and service fulfilment
  • Stakeholder management
  • Financial services solutions
  • Lead pipeline management
  • Customer base growth

Nice-to-have

  • Culture of service excellence
  • Collaborative relationships
  • Innovation and efficiency
  • Curious and courageous mindset
  • Obsessed with mastery

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter