Private Banking Advisor Wealth

Updated: April 07, 2024 06:24 AM GMT

WesBank

Secunda

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.
• Deliver exceptional and high-quality advice that exceeds customers’ expectations through proactive, innovative and appropriate solutions.
• Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.
• Provide sound services and recommendations based on customer and client needs, current information and trends.
• Develop and manage key stakeholder relationships that enable achievement... More Detail