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 fulfilment 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 - Relevant Bachelor's Degree NQF7 level in Finance, Investment or Accounting. Must be FSCA approved qualification.
Experience - 3 to 5 years' experience within a Sales/Service area of a financial environment.
RE5 Regulatory & Compliance certificate - essential.
A person must not be an unrehabilitated insolvent