Banking Advisor Wealth

RMB; Pretoria; On-site; ZAR 600,000 - 900,000; Full time

Job summary

RMB, based in Pretoria, is seeking a Private Wealth support professional to assist a team of Private Bankers by delivering analysis, research, and sales/service fulfilment. The role focuses on identifying opportunities to expand the client base and strengthen existing client relationships within Private Wealth.

You will contribute to cost containment and uphold high service levels, ensuring governance, reporting, and timely administration across client portfolios.

Qualifications

• Experience in private wealth sales and client servicing.
• Ability to manage stakeholder relationships and deliver high-quality service.
• Knowledge of regulatory requirements and governance in financial services.

Responsibilities

• Assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers.
• Provide analysis, research and sales/service fulfilment to identify opportunities for new banking clients.
• Grow an active client base through effective stakeholder management and proactive client engagement.
• Ensure accurate planning, reporting and maintenance of client information and leads pipeline.

Skills

Portfolio analysis

Client relationship management

Sales and business development

Financial services knowledge

Job description

Job Description To assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers 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.

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. 20/09/26 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.

FirstRand provides a comprehensive range of financial services in South Africa and certain markets in broader Africa. The group also offers certain niche products and services in the UK and India. Listed on the Johannesburg Stock Exchange (JSE) and the Namibian Stock Exchange (NSX), FirstRand Limited is the largest financial institution by market capitalisation in Africa. The group follows a multi‑branding approach. Its portfolio of financial services businesses includes FNB, RMB, WesBank, Ashburton Investments, Aldermore, MotoNovo and DirectAxis. Many are leaders in their respective segments and markets, offering transactional, lending, investment and insurance products and services. The FirstRand Corporate Centre houses many of the critical functions required by a large and complex financial services group. The group’s track record of delivering superior returns to shareholders has been achieved through a combination of organic growth, acquisitions, innovation and the creation of completely new businesses. The group’s purpose of delivering Shared Prosperity provides many opportunities for employees to innovate to address social and environmental challenges in our markets. All of our businesses have successful Volunteering programmes which also allow employees to adopt and support causes close to their hearts.