Are you someone who can:
Pro-actively 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 and manage stakeholder relationships to enable operational success.
Maintain strong internal partnerships that support Private Bankers and enhance client satisfaction.
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 have:
Relevant Bachelor's Degree - NQF 7, FSCAÃÂâÃÂÃÂÃÂÃÂapproved.
Examples: Finance, Economics, Investment Management, Financial Planning, Business Management.
RE5 Regulatory Compliance Certificates with relevant COB (Class of Business) Meet all requirements on SUB-CATS.
Experience - 3 to 5 years' experience within a Sales/Service area in a financial service environment.
End Date: March 25, 2026