Banking Advisor - Pretoria

Only for registered members Pretoria, South Africa

1 week ago

Default job background
Full time

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.

Lorem ipsum dolor sit amet
, 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.
Get full access

Access all high-level positions and get the job of your dreams.



Similar jobs

  • Banking Advisor

    4 weeks ago

    Only for registered members Pretoria Full time

    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

    Only for registered members Pretoria Full time

    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

    Only for registered members Randburg, South Africa

    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. · ...

  • Only for registered members Wynberg, Western Cape

    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. · ...

  • Only for registered members Pretoria

    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 ...

  • Only for registered members Pretoria

    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. · ...

  • Only for registered members Pretoria Part time

    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 ...

  • Only for registered members Pretoria Full time

    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

    Only for registered members Pretoria

    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

    Only for registered members Pretoria

    Educate clients on the functionality of self-service digital solutions, whilst solving for their sales and service needs. · ...

  • Only for registered members Pretoria Full time

    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 ...

  • Only for registered members Pretoria Full time

    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 # ...

  • Only for registered members Pretoria

    Our client is seeking a hands-on finance professional who can drive financial accuracy, compliance, and performance across the group. · ...

  • Only for registered members Pretoria

    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

    Only for registered members Pretoria Full time

    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. · ...

  • Only for registered members Pretoria

    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. · ...

  • Only for registered members Pretoria

    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

    Only for registered members Pretoria

    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 ...

  • Only for registered members Pretoria, Gauteng

    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

    Only for registered members Pretoria Metropolitan Area

    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 ...