Private Client Advisor Rural

RMB Nigeria Limited; London; On-site; GBP 40,000 - 60,000; Full time

Job summary

RMB Nigeria Limited is seeking a Private Client Advisor in London to provide exceptional experience and education in wealth creation and protections. The role involves leveraging Money Management principles to enhance client retention and successfully marketing a range of financial services. Candidates should hold a relevant degree and have extensive experience in financial services.

Benefits

Networking and collaboration opportunities

Guaranteed rewards with uncapped earning potential

Opportunity to innovate with financial solutions

Qualifications

• 3-5 years' experience in Sales/Service in a financial environment.
• Strong background in Banking, Investment, Financial Planning, or Wealth Management.

Responsibilities

• Deliver exceptional experience and education to Private Clients on wealth creation and accumulation.
• Increase VSI and drive client retention using Money Management principles.
• Market all financial services solutions within the relevant business offering.

Skills

Client Relationship Management

Financial Education

Sales Skills

Education

NQF level 7 FSCA approved Degree

RE5 Regulatory Compliance Certificates

Certified Financial Planner (CFP)

Job description

Private Client Advisor Rural

Job Description

To deliver exceptional experience and education to Private Clients/Private Clients RMB clients on basic wealth creation, accumulation, and overall protection tactics to increase vertical sales index (VSI) and drive client retention through using contextual Money Management principles.

Responsibilities

• Deliver exceptional experience and education to Private Clients on wealth creation and accumulation.
• Increase VSI and drive client retention using Money Management principles.
• Market all financial services solutions within the relevant business offering.
• Assist with profit growth by managing the leads pipeline effectively.
• Produce high-quality outputs within deadlines.

Candidate Requirements

• Relevant NQF level 7 FSCA approved Degree.
• RE5 Regulatory Compliance Certificates with relevant COB.
• Preferred: Certified Financial Planner (CFP).
• 3-5 years' experience in Sales/Service in a financial environment.
• Strong background in Banking, Investment, Financial Planning, or Wealth Management.

Benefits

• Networking and collaboration opportunities.
• Guaranteed rewards with uncapped earning potential.
• Opportunity to innovate and provide banking and financial solutions.
• Identify fiduciary opportunities and advise on philanthropy.

Ideal Candidate Traits

• Builds trust and openness in relationships.
• Achieves revenue and profit targets by growing the portfolio and providing holistic advice.
• Contributes to a culture of service excellence.

Additional Requirements

Credit record check in accordance with NCA. Candidates may disclose disability information voluntarily. All appointments aligned with Employment Equity.

Application Details

Applications close on 29/06/25. Submit before the deadline.

About Us

FNB offers banking, insurance, savings, investments, and digital solutions. Recognized globally, committed to changing lives authentically and sustainably.