Banking Advisor - Cape Town, Western Cape
3 weeks 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
- Provide sound services and recommendations based on customer and client needs, current information, and trends.
- Provide an efficient administration service through careful and timeous planning, reporting, and updating of all relevant information.
Job description
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