Banking Advisor Wealth-3

Firstrand

Portfolio management
Stakeholder management
Financial targets achievement
The role involves managing a portfolio of Private Wealth Clients with a team of Private Bankers

Job Summary

  • The role involves managing a portfolio of Private Wealth Clients with a team of Private Bankers.
  • The advisor is expected to deliver high-quality advice and identify opportunities for new clients.
  • Contributing to innovation and efficiency in processes is a key responsibility.

Matching Summary

The role involves managing a portfolio of Private Wealth Clients with a team of Private Bankers.

Skills & Requirements

Must-have

  • portfolio management
  • stakeholder management
  • financial targets achievement

Nice-to-have

  • service excellence culture
  • collaborative relationships
  • proactive client engagement

Key Requirements

  • experience in wealth management
  • strong analytical skills
  • ability to generate leads

Work Rights

Not specified

Tailored Resume

Cover Letter