TRAFFIC
Western Cape
Wealth Banking Advisor
RMB
Job Description
A leading financial institution in Cape Town seeks a Banking Advisor Affluent to manage affluent client portfolios. Candidates should possess a relevant Bachelor's degree and 3-5 years experience in sales or service within the financial environment. This role focuses on building relationships, managing a sales pipeline, and contributing to profit growth. Join a team that values curiosity, innovation, and service excellence.
About This Role
Career insights for Personal Financial Advisors positions
Salary Benchmark
R38,810/month
R27,104 to
R54,338/month
Source: WageIndicator ZAR data
Job Outlook
This career will grow rapidly in the next few years.
Key Skills for This Role
Active Listening
Reading Comprehension
Speaking
Writing
Critical Thinking
Common Technologies
Act! CRM
Microsoft Dynamics 365
Salesforce CRM
Financial planning presentation software
Microsoft PowerPoint 365
MoneyTree Silver Financial Planner (presentation feature)
Envestnet MoneyGuide
Ibbotson Portfolio Strategist
Personal Financial Advisors Insights
Median Salary (ZAR)
R38,810/month
Job Outlook
This career will grow rapidly in the next few years.