Re5 certificate with degree nqf7 in finance or accounting
2 to 3 years experience in sales/service within financial environment
Proactive portfolio management of affluent clients
The role involves proactively managing a portfolio of affluent clients alongside Private Bankers to identify new banking opportunities and grow existing accounts
Job Summary
The role involves proactively managing a portfolio of affluent clients alongside Private Bankers to identify new banking opportunities and grow existing accounts.
Candidates are expected to contribute to a culture of service excellence while ensuring effective management of the leads pipeline and collaborative relationships across the FRG.
This position offers opportunities to network, collaborate on challenging projects, and innovate within an adaptable environment that values curiosity and mastery.
Matching Summary
The role involves proactively managing a portfolio of affluent clients alongside Private Bankers to identify new banking opportunities and grow existing accounts.
Skills & Requirements
Must-have
RE5 Certificate with Degree NQF7 in Finance or Accounting
2 to 3 years experience in Sales/Service within financial environment
Proactive portfolio management of affluent clients
Nice-to-have
Curious and courageous mindset
Obsessed with mastery and continuous learning
Ability to innovate faster ways of working
Key Requirements
RE5 Certificate required
Degree NQF7 level in Finance or Accounting
2 to 3 years' experience in financial Sales/Service