TRAFFIC
KwaZulu-Natal
Wealth Banking Specialist - Tailored HNW Solutions
Rmbwestport
Job Description
Rmbwestport in Durban is seeking a Banking Specialist to provide tailored financial solutions for high-net-worth clients. Responsibilities include offering expertise in banking products, developing customized solutions, and managing complex credit facilities. The ideal candidate will have a strong understanding of regulatory changes and a proven ability to engage with clients on their specific financial needs. This full-time role emphasizes problem-solving and client relationship management.
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.