Banking Advisor Wealth

FirstRand Bank India; Johannesburg; On-site; ZAR 360,000 - 600,000; Full time

Job summary

RMB Private Bank is seeking a Banking Advisor to actively manage a portfolio of Private Wealth Clients alongside Private Advisors. You will conduct analysis, research, and sales and service fulfilment to identify opportunities for growing a client base.

As part of a collaborative, owner-manager culture, you will deliver high-quality advice and solutions that align with client needs and market trends, while maintaining strong stakeholder relationships and robust reporting practices.

Qualifications

• 2–3 years of experience within a Sales/Service area of a financial environment.
• Strong ability to manage a portfolio of Private Wealth Clients.
• Proactive, research-driven approach to provide solutions.

Responsibilities

• Manage a portfolio of Private Wealth Clients with Private Advisors.
• Provide analysis, research and sales/service fulfilment to identify opportunities.
• Grow existing client base and generate new leads with effective stakeholder management.
• Deliver high-quality advice that meets customers’ financial needs and aspirations.
• Compile reports to track progress and guide business decisions.
• Support sales through client engagement and proactive outreach.

Skills

Sales ability

Client engagement

Analytical thinking

Education

FSCA Approved NQF7 in Finance/Economics/Accounting

FAIS accreditation RE5

Job description

Job Description

RMB Private Bank offers leading wealth management advice and private banking solutions that span all stages of our client’s wealth journey. Our strong record of excellence, combined with a reputation for innovation and a genuine interest in the people we serve, inspires us to craft insightful solutions that evolve as our clients’ financial needs and aspirations change.

While most Private Banks compete on the same basis, it is RMB’s people, our owner-manager culture, collaborative spirit, and values that distinguish us from the rest. As a respected talent brand, RMB Private Bank creates an environment where exceptional people can create their own opportunities, supported by sound banking principles and innovative thinking.

The Banking Advisor assists in proactively managing a portfolio of 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.

• Act responsibly with work related resources in order to contribute to cost containment.
• Achieve expected financial targets and uphold associated service levels.
• 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.
• Provide sound services and recommendations based on customer and client needs, current information and trends.
• Develop and manage key stakeholder relationships that enable achievement of operational objectives.
• Ensure growth and increase in customer base by managing existing clients, generating new leads and growing active customer account base.
• Identify opportunities to expand our customer base with creditworthy and potentially profitable customers.
• Provide an efficient administration service through careful and timeous planning, reporting and updating of all relevant information.
• Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialisation.
• 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.
• Contribute to innovation by finding faster and more accurate ways of working.
• Assist with profit growth for the business through sales and acquisition of new clients.
• 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 across the FRG.

Qualifications and Experience

• Relevant FSCA Approved NQF7 in Finance or Economics or Accounting.
• Preferred Qualification: FAIS accreditation required (RE5).
• 2 - 3 years’ experience within a Sales/Service area of a financial environment.

Important Closing Date Note

14/10/26

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.