Affluent Banking Advisor: Grow High-Value Portfolios

A leading financial services firm in South Africa seeks a Banking Advisor to support the management of affluent client portfolios. This role focuses on identifying opportunities to onboard new clients and expand existing relationships. The ideal candidate will ensure exceptional service delivery while managing client leads effectively. Additional responsibilities include conducting financial analysis, providing insightful recommendations, and upholding service excellence in a dynamic environment. Applicants with a strong background in client relationship management will be preferred.