Banking Advisor - Pretoria
1 week ago

Job Description
To assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through provision of analysis, research and 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.- Act responsibly with work related resources in order to contribute to cost containment.
- Achieve expected financial targets and uphold associated service levels.
Job description
, consectetur adipiscing elit. Nullam tempor vestibulum ex, eget consequat quam pellentesque vel. Etiam congue sed elit nec elementum. Morbi diam metus, rutrum id eleifend ac, porta in lectus. Sed scelerisque a augue et ornare.
Donec lacinia nisi nec odio ultricies imperdiet.
Morbi a dolor dignissim, tristique enim et, semper lacus. Morbi laoreet sollicitudin justo eget eleifend. Donec felis augue, accumsan in dapibus a, mattis sed ligula.
Vestibulum at aliquet erat. Curabitur rhoncus urna vitae quam suscipit
, at pulvinar turpis lacinia. Mauris magna sem, dignissim finibus fermentum ac, placerat at ex. Pellentesque aliquet, lorem pulvinar mollis ornare, orci turpis fermentum urna, non ullamcorper ligula enim a ante. Duis dolor est, consectetur ut sapien lacinia, tempor condimentum purus.
Access all high-level positions and get the job of your dreams.
Similar jobs
Banking Advisor
4 weeks ago
To assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio ...
Banking Advisor
3 weeks ago
To assist in proactively managing a portfolio of Private Wealth Clients through provision of analysis and sales fulfilment. · Achieve expected financial targets. · Deliver exceptional advice that exceeds customers' expectations. · ...
Bank Advisor
5 hours ago
We re looking for a Bank Adviser to join a leading financial institution. · Build lasting client relationships in a trusted and respected organization. · Gain hands-on experience in banking services sales and relationship management. · ...
Banking Customer Service Advisor
1 month ago
This is a full-time on-site role for a Banking Customer Service Advisor based in Wynberg. The primary responsibilities include assisting and guiding customers with banking inquiries, resolving issues efficiently, and ensuring customer satisfaction. · ...
Analyst: Investments Wealth
3 weeks ago
Job summary · A career with our family offers the opportunity to be part of this exciting growth journey, · to reset our future and shape our destiny as a proudly African group.Provide specialist advice and support in the implementation/development of operational planning and ass ...
External Sales and Service Advisor Lead OBR
3 weeks ago
To effectively apply established sales techniques within the assigned area to meet sales targets, strengthen client relationships, and contribute to team success through consistent performance and customer engagement. · ...
FNB Community Advisor Alternative Channels
4 weeks ago
To deliver an exceptional and efficient customer experience by proactively understanding customer needs, providing tailored product solutions, and directing customers to the most suitable service channels (including eChannels and self-service). Ensure all interactions align with ...
External Sales and Service Advisor Lead OBR
1 month ago
To drive sales performance by applying established processes to achieve individual targets within the assigned area. · Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make ...
Legal Advisor
1 month ago
This is an exciting opportunity for an experienced Admitted Attorney to join our organisation as a Legal Advisor, · provide trusted legal advice, manage complex litigation and dispute resolution matters, and ensure compliance with an evolving regulatory framework. · Excellent ver ...
Client Advisor
1 month ago
Educate clients on the functionality of self-service digital solutions, whilst solving for their sales and service needs. · ...
External Sales and Service Advisor OBR
3 weeks ago
To deliver an exceptional customer experience by understanding and responding to individual needs and aspirations. Provide tailored, value-adding solutions in a fast-paced environment,Hello Future External Sales and Service Advisor · Welcome to FNB, · As part of our team you will ...
External Sales and Service Advisor OBR
1 month ago
To deliver an exceptional customer experience by understanding and responding to individual needs and aspirations. Provide tailored, value-adding solutions in a fast-paced environment, while consistently adhering to company policies and proceduresWelcome to FNB, the home of the # ...
Group Finance Manager
11 hours ago
Our client is seeking a hands-on finance professional who can drive financial accuracy, compliance, and performance across the group. · ...
Management Accountant
1 month ago
We are seeking a confident and strategic Management Accountant to oversee the cost-effective delivery of our financial services while ensuring expenditure within approved budget limits. · Polmed is seeking a confident and strategic Management Accountant to order to ensure the cos ...
Wealth Manager
6 days ago
To serve as a full financial services advisor providing appropriate savings investment and estate planning advice expertise and support to high income clients with a focus on investments. · Achieve gross production target as indicated in scorecard. · ...
Chief Insights Orchestrator
3 weeks ago
A high-growth African insights firm is searching for a Head of Client Partners—positioned as a potential Chief Insights Orchestrator—to elevate its client-facing function into an AI-augmented strategic powerhouse. · ...
Financial Accountant
4 weeks ago
We are seeking a qualified Financial Accountant to join our team in Pretoria. The successful candidate will be responsible for financial accounting transactions processing of allocated countries in the portfolio. · Tax submissions & Reconciliations (VAT, WHT, Payroll Taxes) · VAT ...
Client Advisor
1 month ago
Educate clients on the use of self-service digital solutions, whilst solving for their sales and service needs, in order to meet business goals and growing market share. Build, maintain and retain client relationships by keeping clients informed of progress or action taken regard ...
External Sales and Service Advisor OBR
1 month ago
To deliver an exceptional customer experience by understanding and responding to individual needs and aspirations. · Apply appropriate sales processes within area of responsibility to achieve sales targets and build client relationships. · ...
Legal Advisor
1 month ago
This is an exciting opportunity for an experienced Admitted Attorney to join our organisation as a Legal Advisor. · LLB Degree required. · At least 3 years' post admission experience; ideally in a leading organisation, with a proven track record in contract negotiation and drafti ...