Wealth Banker

Job Listing No: 9740000

Wealth Banker

MJM Recruitment – Cape Town, Western Cape – To proactively optimise a portfolio of company clients with the objective of addressing their financial needs and ensuring client profitability as well as retaining the client base Experience Minimum of 3 years experience in a Sales or Client facing role within the financial services industry NQF 6 Minimum, Degree preferable DESCRIPTION Revenue Growth for Return on Investment (ROE) Achieve revenue targets by either growing a portfolio of existing clients (optimising revenue opportunities) or by acquiring new clients and increase potential of existing portfolio DESCRIPTION Client Optimisation Analyse client’s current product offerings and solutions with the aim of ensuring that the company is the client’s primary banking institution. In addition, identifying transactional and lending requirements Role: Product Offerings and Solutions Understand and market all Transactional Banking products within the companies offering Understand and market all Lending solutions within the company offer… – Permanent – Full-time

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