Professional Banker Affluent

About This RoleThis role is responsible for proactively managing a portfolio of affluent clients through provision of analysis, research, sales and service fulfilment.Build strong relationships with clients to understand their needs and preferences.Market all financial services solutions to ensure clients are aware of available options.Assist with profit...

Job title : Banking Advisor - AcademyJob Location : Gauteng, JohannesburgDeadline : April 18, 2025Quick Recommended LinksJobs by Location Job by industries Job DescriptionThe Banking Advisor Academy role involves proactively managing a portfolio of affluent clients alongside a team of Private Bankers, focusing on analysis, research, sales, and service...

FNB Namibia is a leading financial institution that offers a wide range of banking services to individuals and businesses. As a Professional Banker, you will have the opportunity to work with a diverse range of clients and help them achieve their financial goals.Your key responsibilities will include:Conducting thorough analysis of client portfolios to...

Company Overview:Benchmark Capital Group is a premier financial advisory firm specializing in tailored financial solutions to meet each client's unique financial goals.With decades of experience in retail, affluent, bancassurance, wealth management, and business assurance, we provide unmatched support to our advisers, ensuring they thrive in a competitive...

Job Summary:The role of a Senior Banking Professional at RMB Nigeria Limited is to drive the growth in flow and event business activity for a specific client and/or for a portfolio of clients within a sector.This involves translating the sector strategy into a tactical client portfolio strategy and driving execution thereof. The professional will also be...

Job OverviewJob DescriptionWelcome to FNB Namibia, a leading financial institution in the region. We are seeking a highly skilled and experienced Professional Banker to join our team of experts.The ideal candidate will be responsible for managing a portfolio of high net worth individuals and businesses, providing them with tailored financial solutions to...

Primary PurposeTo generate revenue for Bidvest by sourcing new clients and proactively managing the account to maximize profitability. To grow and retain a portfolio of high value banking relationships by performing proactive value adding partnership, by providing banking solutions and services to maintain and grow existing customer base. To develop and...

Job Description: Financial AdvisorThe Financial Advisor is responsible for conducting comprehensive financial needs analyses focused on life and investment planning. This role involves utilizing extensive expertise to provide tailored financial advice to clients, with an emphasis on expanding the client base through proactive prospecting and networking.Key...

Job title : Financial Planner - Avion MOBJob Location : Gauteng, JohannesburgDeadline : April 03, 2025Quick Recommended LinksJobs by Location Job by industries What will you do?The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and...

Main Job PurposesOverall responsibility for the management of financial resources of the Company, to analyse daily financial activities, responsible for the budget process and support to the management team by offering insights and financial advice that will allow them to make sound business decisions and meet the Company's objectives.Employment...

Job title : Senior IFRS SpecialistJob Location : Gauteng, JohannesburgDeadline : April 11, 2025Quick Recommended LinksJobs by Location Job by industries Core Purpose of the RoleTo support the Group Finance Manager in delivering the consolidation and reporting activities for the company. This includes updating reporting systems to ensure IFRS compliance....

BCom HonoursArticlesProfessional Registrations and Certifications: CA(SA)Advanced excel skillsSAP advancedHyperion Experience5 Years of Experience managing role, 8 years of experience minimumMust be from a manufacturing (foundry) environment KNOWLEDGE:Required Financial accounting managementManage, review and control Debtors (local + foreign),...

Job Description 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 existing clients through effective stakeholder management. -...

Job Description 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 existing clients through effective stakeholder management. Welcome...

**Job Classification** - Job Family- Sales And Services - Career Stream- Relationship Management - Leadership Pipeline- Manage Self: Professional - FAIS Affected- FAIS Affected - Yes**Job Purpose** - To deliver banking solutions to clients by understanding their business and needs through relationship management to achieve Nedbanks strategy to be the most...

**Job Number** - 68241 **Job Type** - Permanent **Job Title** - Operational Banker **Computer Skills** **Industry** - Banking **City** - Johannesburg (Incl. Northern Suburbs) **Province** - Gauteng **Job Mission / Objective** - To support the Relationship Manager in his/her respective portfolio by attending to all operational and - credit/risk related...

**Job Requisition** - REQ 120666**Job Location** - Sandton- Career Stream- Relationship Management - Leadership Pipeline- Manage Self: Professional - FAIS Affected- FAIS Affected - Yes**Job Purpose** - To deliver banking solutions to clients by understanding their business and needs through relationship management to achieve Nedbanks strategy to be the most...

Bring your possibility to life! Define your career with us - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job...

**Primary Purpose** The successful incumbent will be responsible for generating revenue for Bidvest Bank by sourcing new clients and proactively managing the account to maximize profitability. To grow and retain a portfolio of high value banking relationships by performing proactive value adding partnership, by providing banking solutions and services to...

**Job Purpose** - To create and increase revenue and economic profit from selected existing and new clients in the Holding Entities, Private Equity, and Family Office portfolio. The incumbent must effectively manage internal stakeholders and facilitate collaboration across the relevant product areas of Nedbank's wholesale clusters, to achieve our sector...

Job Description To proactively acquire new clients and develop, maintain and expand a client portfolio through high touch professional and personalised relationships with high-net-worth clients and the provision of holistic and appropriate solutions in meeting clients needs. - Identify, control and escalate potential risks which may lead to increased...

Are you a passionate globetrotter with an eye for exquisite experiences? Do you possess excellent organizational skills and an eye for detail? If you're enthusiastic about crafting personalized journeys that cater to the diverse preferences of modern travelers, we have the perfect opportunity for you! **As a Lifestyle Travel Manager based anywhere in South...

**Job Classification** - Job Family- Risk, Audit and Compliance- Career Stream- Forensics - Leadership Pipeline- Manage Self: Operational - FAIS Affected**Job Purpose** **Responsibilities**: - Build and maintain client relationships through the undertaking of independent and dual visits with corporate bankers based on client needs and related...

**Strategic Sales Manager: Card Issuing** - Requisition Number 136846- Closing Date - 05 December 2024- Location - Sandton- Job Family- Sales And Services - Career Stream- Relationship Management - Leadership Pipeline- Manage Self: Professional **Job Purpose** - To grow market share with our bespoke Avo B2B working capital management offering to existing...

**Job Purpose** - To create and increase revenue and economic profit from selected existing and new clients, effectively managing internal stakeholders and facilitating collaboration across the relevant product areas of Nedbank's wholesale clusters, in order to achieve our strategic objectives and create shareholder value.**Responsibilities**: - Achieve or...

**You're the brains behind our work.** You’re ready to bring your knowledge from the classroom to the boardroom and Citi wants to help you get there. Whether it’s honing your skills or building your network, we know that success can’t come without growth. Our programs equip you with the knowledge and training you need to play a valuable role on your...

**Job Purpose** - To create and increase revenue and economic profit from selected existing and new clients, effectively managing internal stakeholders and facilitating collaboration across the relevant product areas of Nedbank's wholesale clusters, in order to achieve our strategic objectives and create shareholder value. This portfolio will include clients...

About the role: The Financial Advisor specialising in Health will be responsible for acquiring, retaining, and growing a client base for Curemed’s health-related products. This role involves providing expert advice through comprehensive financial planning and delivering an excellent client experience. The advisor will cater to various market segments,...

**Job Purpose** - Drive client value creation by supporting the principal bankers in a holistic manner through overall client CVP management in line with cluster goals whilst ensuring effective client engagements and output delivery.**Responsibilities**: - Execute on the transactional services P&L by growing number of clients and increasing market share to...

**Job Purpose** - To create and increase revenue and economic profit from selected existing and new clients, effectively managing internal stakeholders and facilitating collaboration across the relevant product areas of Nedbank in order to achieve our strategic objectives and create shareholder value. This portfolio will include clients from the Healthcare...

**Job Purpose** - To create and increase revenue and economic profit from selected existing and new clients, effectively managing internal stakeholders and facilitating collaboration across the relevant product areas of Nedbank's wholesale clusters, in order to achieve our strategic objectives and create shareholder value. This portfolio will include clients...

**Primary Purpose** To generate revenue for Bidvest by sourcing new clients and proactively managing the account to maximize profitability. To grow and retain a portfolio of high value banking relationships by performing proactive value adding partnership, by providing banking solutions and services to maintain and grow existing customer base. To develop...