Wealth Banking Advisor: Grow Client Portfolios
FirstRand
FirstRand is seeking a candidate to manage a portfolio of RMB Private Wealth Clients in Bellville, Texas. The role involves providing quality banking recommendations and service fulfillment. Candidates should have 2-3 years' experience in finance and a relevant degree. Responsibilities include analyzing client portfolios, proactive client engagement, and managing a leads pipeline. Ideal candidates will have strong stakeholder management skills and a proven track record in sales and service within a financial environment. #J-18808-Ljbffr FirstRand
Vacancy posted 3 days ago
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