Banking Advisor Wealth

RMB; Stellenbosch; In loco; ZAR 558.000 - 725.000; Tempo pieno

Descrizione del lavoro

RMB Private Wealth is seeking a Banking Advisor in Stellenbosch to proactively manage a client portfolio with a team of Private Advisors. You will provide analysis, research, and sales/service fulfilment while identifying opportunities for new banking clients and growing existing relationships.

Ideal candidates have a Finance/Economics/Accounting degree (NQF7), RE5 qualification, and 2–3 years’ sales/service banking experience, with a focus on accurate reporting and proactive client engagement.

Competenze

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

Mansioni

• Provide sound services and recommendations based on customer and client needs, current information, and trends.
• Provide efficient administration through careful planning, reporting, and updating of information.
• Compile reports that track progress to guide business decisions.
• Ensure effective management of the leads pipeline.
• Support sales through analysis of client portfolio and proactive client engagement.
• Assist with profit growth through sales and acquisition of new clients.
• Achieve targets and uphold service levels.
• Identify opportunities to expand customer base with creditworthy customers.
• Grow active customer accounts by managing existing clients and generating new leads.
• Deliver high-quality advice that exceeds customer expectations with proactive solutions.
• Contribute to service excellence and strong stakeholder relationships.
• Develop and manage stakeholder relationships to achieve objectives.
• Comply with statutory and governance requirements; adhere to area-specific processes.
• Contribute to innovation by finding faster and more accurate ways of working.
• Understand and market financial services within the offering.
• Continuously assess performance and seek feedback/training.
• Foster collaboration within RMB and the FRG.

Formazione

Degree in Finance, Economics or Accounting

Descrizione del lavoro

Banking Advisor WealthBy clicking \"Accept\", you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts. Click here to read our cookie policy.### Banking Advisor WealthApply: Stellenbosch: Posted Today: End Date: November 13, 2026 (8 days left to apply): R54951# **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. #Post#RMB#LI-AA1# # **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.**13/11/26All 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.