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Wealth Banking Advisor: Private Portfolios
Job in
Polokwane, Limpopo, South Africa
Listed on 2026-02-20
Listing for:
FirstRand group
Full Time
position Listed on 2026-02-20
Job specializations:
-
Finance & Banking
Financial Services, Banking & Finance, Financial Sales
Job Description & How to Apply Below
A prominent financial institution in Polokwane is seeking a Banking Advisor to manage a portfolio of Private Wealth Clients. The ideal candidate will have an RE5 Certificate and a degree in Finance or Accounting, as well as 2 to 3 years of experience in a sales or service role within the financial environment. Responsibilities include effective stakeholder management, marketing financial services, and ensuring exceptional service delivery.
Strong analytical and customer relationship management skills are essential. This role provides an opportunity to grow and innovate within a dynamic team.
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