Banking Advisor

Details of the offer

Job Requisition ID: R6099
Job DescriptionWelcome to RMB. As part of our Team, you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious.
Now's the time to imagine your potential in a team where experts come together and ignite effective change.
Are you someone who can: Proactively manage a portfolio of Private Wealth 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 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/ Client Service area of a financial Services environment.A person must not be unrehabilitated insolvent.You will have access to: Opportunities to network and collaborate.Challenging working opportunities to innovate.Support sales through analysis of client portfolio and pro-active client engagement.Contribute to innovation by finding faster and more accurate ways of working.We can be a match if you are: Curious & courageous - you are driven by always wanting to know more and learn more.Obsessed with mastery - you know what it takes to become good at what you do and are constantly pushing yourself to do it.Able to compile reports that track progress and guide business to make informed decisions.Able to ensure effective management of the leads pipeline.Able to ensure growth and increase in customer base by managing existing clients, generating new leads, and growing an active customer account base.Comply with relevant statutory, legislative, policy and governance requirements and set processes and procedures related to specialization.Are you interested to take the step? We look forward to engaging with you further.
Apply now!
Application Closing Date03/11/2024
All appointments will be made in line with FirstRand Group's Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.

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