Banking Advisor Affluent

Are you someone who can

• Proactively manage a portfolio of affluent clients with a team of Private Bankers through provision of analysis, research, sales and service fulfillment 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.
• Understand and market all financial services solutions within the relevant business offering.
• Assist with profit growth for the business through ensure effective management of the leads pipeline.
• Consistently produce high-quality outputs within agreed deadlines.

You will be an ideal candidate if you

• Minimum Qualification - RE5 Certificate with a Degree NQF7 level in Finance or Accounting
• Experience - 3 to 5 years' experience within a Sales/Service area of a financial environment.
• A person must not be unrehabilitated insolvent.

You will have access to

• Opportunities to network and collaborate.
• Challenging Working Opportunities to innovate.

We can be a match if you are

• Curious & courageous - you are driven by always wanting to know more and learn more and you are brave enough to Obsessed with mastery - you know what it takes to become good at what you do and are constantly pushing yourself to do it.
• Ensure growth and increase in customer base by ensuring the management of existing clients, generates new leads and grows active customer account base.
• Comply with relevant statutory, legislative, policy and governance requirements and set processes and procedures related to specialization.

End Date: July 31, 2026