Banking Solutions Consultant

1 week ago


Cape Town, Western Cape, South Africa Rmbwestport Full time
Role Profile

The Banking Solutions Consultant will be responsible for providing analysis, research, and sales and service fulfilment to manage a portfolio of private wealth clients. The successful candidate will contribute to a culture of service excellence through positive relationships and feedback.

Main Responsibilities
  • Assist in the proactive management of a portfolio of private wealth clients with a team of private bankers.
  • Identify opportunities for banking new clients and growing existing portfolios through effective stakeholder management.
Required Skills and Qualifications
  • Minimum qualification: RE5 Certificate with a Degree NQF7 level in Finance or Accounting.
  • Experience: 2 to 3 years' experience in a Sales/Service area of a financial environment.
  • A person must not be unrehabilitated insolvent.


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