Private Wealth Banking Advisor

A leading financial institution in Gqeberha is looking for a Banking Advisor Wealth to manage client portfolios and provide tailored financial solutions. The role entails stakeholder management, sales analysis, and achieving financial targets, requiring an NQF7 Level Degree in Finance or related fields. Candidates should have 2-3 years in a sales/service banking environment and a completed RE5 qualification. This position demands a proactive approach to client engagement and the ability to exceed customer expectations.