Banking Advisor Wealth

FirstRand Bank India; Cape Town; On-site; ZAR 350,000 - 500,000; Full time

Job summary

RMB Private Wealth seeks to proactively manage a portfolio of RMB Private Wealth Clients with a team of Private Advisors, providing analysis, research and sales and service fulfilment to identify new opportunities and grow the client portfolio.

The role requires a Finance/Economics/Accounting background, RE5 qualification, and 2–3 years in sales/service within banking. Credit checks will be conducted under NCA guidelines.

Qualifications

• NQF7 level degree in Finance, Economics or Accounting.
• RE5 qualification.
• 2-3 years’ experience in Sales/Service within banking/financial environment.

Responsibilities

• Provide sound services and recommendations based on customer needs and trends.
• Maintain efficient administration via planning, reporting and updating information.
• Compile reports to track progress and guide business decisions.
• Manage leads pipeline effectively.
• Support sales through analysis of client portfolios and engagement.
• Contribute to profit growth through new client acquisition.
• Achieve financial targets and uphold service levels.
• Identify opportunities to expand the customer base.

Education

NQF7 Level Degree in Finance, Economics or Accounting

RE5 qualification

Job description

Job Description

To assist in proactively managing a portfolio of RMB Private Wealth Clients with a team of Private Advisors through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management.

We are RMB

RMB is a leading African Corporate and Investment Bank (CIB). We partner our clients to deliver advisory, lending, trading, securities, corporate banking, private equity and investment solutions. We represent the CIB activities of FirstRand Limited – one of the largest financial services groups in Africa.

Are you someone who can:

• Provide sound services and recommendations based on customer and client needs, current information, and trends.
• Provide an efficient administration service through careful and timeous planning, reporting, and updating of all relevant information.
• Compile reports that track progress and guide business to make informed decisions.
• Ensure effective management of the leads pipeline.
• Support sales through analysis of client portfolio and pro-active client engagement.
• Assist with profit growth for the business through sales and acquisition of new clients.
• Achieve expected financial targets and uphold associated service levels.
• Identify opportunities to expand our customer base with creditworthy and potentially profitable customers.
• Ensure growth and increase in customer base by managing existing clients, generating new leads and growing active customer account base.
• Act responsibly with work related resources to contribute to cost containment.
• Deliver exceptional and high-quality advice that exceeds customers’ expectations through proactive, innovative, and appropriate solutions.
• Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.
• Develop and manage key stakeholder relationships that enable achievement of operational objectives.
• Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialisation.
• Contribute to innovation by finding faster and more accurate ways of working.
• Understand and market all financial services solutions within the relevant business offering.
• Continuously assess own performance, seek timely and clear feedback and request training where appropriate.
• Develop, encourage and nurture collaborative relationships within RMB and/or across the First Rand Group (FRG).

You will be an ideal candidate if you:

• Relevant NQF7 Level Degree in Finance, Economics or Accounting.
• Completed RE5 qualification
• Have 2 - 3 years’ experience within a Sales/Service area of a banking / financial environment.

Additional Requirements

In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check.

Important Closing Date Note

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

30/09/26

All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.