Banking Advisor Wealth - Bellville
2 weeks ago
Job Description
To assist in proactively managing a portfolio of RMB Private Wealth Clients with a team of Private Advisors 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.To provide sound services and recommendations based on customer needs. To ensure effective management of the leads pipeline. To support sales through analysis of client portfolio.
Job description
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