Private Banking Advisor - Affluent Client Portfolios
Job in
Bellville, Austin County, Texas, 77418, USA
Listed on 2026-01-24
Listing for:
Rmbwestport
Full Time
position Listed on 2026-01-24
Job specializations:
-
Finance & Banking
Banking & Finance, Financial Services, Financial Consultant
Job Description & How to Apply Below
Location: Bellville
A financial services organization based in Bellville is seeking a Banking Advisor to manage a portfolio of affluent clients. The ideal candidate will have a Degree NQF7 in Finance or Accounting and a RE5 Certificate, with 2-3 years' experience in a financial services environment. Responsibilities include building relationships, managing leads for profit growth, and contributing to a culture of service excellence.
This full-time role offers opportunities for networking and innovation.
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