Banking Advisor Wealth - Johannesburg
6 days ago
Job summary
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.Responsibilities
- Act responsibly with work related resources in order to contribute to cost containment.
- Achieve expected financial targets and uphold associated service levels.
Job description
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