Junior Wealth Advisor/private Banker

1 week ago

Witbank, South Africa Keller Executive Search Full time

**Role & Responsibilities**:

- Drive business development for our products in your designated region or target market
- Build and maintain relationships with HNI, UHNI, and institutional investors through your own network
- Coordinate with administrative and back-office teams to smoothly onboard investors
- Provide exceptional client service through sharp communication and proactive engagement
- Grow share of wallet with each client over time through cross-selling, top-ups, and portfolio management assistance where permitted

**Requirements**:
**Requirements**:

- 2-5 years of proven success in Wealth Management, Private Banking or related sales roles
- Agility, responsiveness and ability to adapt to changing deadlines and priorities
- Solutions-oriented mindset with strong execution skills
- Market foresight, learning agility and a team-player attitude
- Ability to translate client needs into well-defined solutions
- Strategic and tactical planning and execution capabilities
- Hands-on approach and willingness to do what it takes to get the job done
- Excellent multitasking and time management skills

**Benefits**:
We offer highly competitive compensation including fixed, variable and rewards components based on your performance and business generation.

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