Best professionals offering banking services advisor services in Durban
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Nokuthula Makhunga
Customer Services at Caltex
Accounting / Finance
I am very trustworthy ,ambitious and I always fone solution wwhen ever there is a query. I love the job where I mostly interact with customers.
Banking Services Advisor
Service Description
The Banking Services Advisor is a professional who provides expert advice to clients on banking and financial matters.
Professional Requirements
To perform this service, one must have a strong understanding of banking and finance, as well as excellent communication and interpersonal skills.
Recommended Accreditations and Certifications
Industry professionals should consider obtaining certifications such as the Certified Financial Planner (CFP) or the Chartered Financial Analyst (CFA) designation.
Choosing the Best Service Provider
When selecting a Banking Services Advisor, clients should look for professionals with extensive experience in the industry, as well as a strong track record of success.
Questions to Ask Professionals
- What experience do you have in the banking industry?
- What certifications or designations do you hold?
- Can you provide examples of successful projects you have completed?
Useful References
For further information, clients can refer to the South African Reserve Bank or the Financial Services Board.
Average Prices
The average daily fee for a Banking Services Advisor in Durban is R1,500, while in Johannesburg it is R1,800 or in Cape Town it is R2,000.
Requesting a Quote
When requesting a quote for this service, clients should provide detailed information about their needs and requirements, and receive a comprehensive proposal from the service provider.
Fees for Banking Services Advisor freelancers
The average daily fee for the experienced freelancers is R1,200.
The fee varies depending on the city in which the freelancer are located. For instance, the average daily for a Banking Services Advisor in Johannesburg is R1,800 while in Cape Town is R2,000 or in Port Elizabeth is R1,500.
banking services advisor jobs near Durban
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To assist in proactively managing a portfolio of affluent clients with a team of Private Bankers through provision of analysis, research, sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existi ...
Durban, KwaZulu-Natal1 week ago
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To assist in proactively managing a portfolio of affluent clients with a team of Private Bankers through provision of analysis, research, sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existi ...
Durban1 week ago
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We are seeking a Customer Service Advisor to join our team in Umhlanga. As a key point of contact for online shoppers, you will provide assistance via phone, email and live chat. Your goal is to offer clear guidance and resolve enquiries efficiently. · Communicate with customers ...
Umhlanga2 weeks ago