Banking Advisor Private Client
Financial Services, Banking
Minimum Requirements
- Minimum Qualification - RE5 Certificate with a Degree NQF7 level in Finance or Accounting
- 2 to 3 years’ experience within a Sales/Service area of a financial environment
- A person must not be unrehabilitated insolvent
Responsibilities
- Develop and manage key stakeholder relationships that enable achievement of operational objectives
- Deliver exceptional and high-quality service that exceeds customers' expectations through proactive, innovative and appropriate solutions
