Banking Advisor Affluent

Are you someone who can

• Deliver relevant advice and solutions aligned to customer needs and market trends
• Manage administration efficiently through effective planning, reporting, and updates
• Compile insightful reports to support informed decision-making
• Maintain and manage a strong leads pipeline
• Support sales through client analysis and proactive engagement
• Drive business growth through new client acquisition and increased sales
• Meet financial targets while maintaining high service standards
• Identify and secure profitable, creditworthy clients
• Grow and retain the customer base through strong relationship management
• Use resources responsibly to support cost control
• Provide exceptional, innovative service that exceeds client expectations
• Build a culture of service excellence and strong stakeholder relationships
• Ensure compliance with all regulatory and internal processes
• Continuously improve ways of working and drive innovation
• Promote and understand all relevant financial solutions
• Seek feedback and development opportunities to enhance performance
• Collaborate effectively across teams and the broader organisation

You will be an ideal candidate if you have

• Minimum Qualification – FSCA approved Degree NQF7 level in Finance, Economics, Investments, or related field.
• Experience - 3 to 5 years' experience in banking, wealth management, or financial analysis
• A person must not be unrehabilitated and insolvent.

You will have access to

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

We can be a match if you are

• Client focused with the ability to deliver value-driven insights
• Analytical and financial skills with sound decision-making ability
• Risk aware with understanding of regulatory requirements
• Innovative mindset with a focus on continuous improvement
• Results-driven with the ability to meet deadlines and deliver impact

End Date: September 6, 2026