Banking Wealth Advisor

RMB SA; Polokwane; On-site; ZAR 603,000 - 625,000; Full time

Job summary

RMB SA in Polokwane is seeking a Banking Wealth Advisor to support a team of Private Bankers in managing a portfolio of Private Wealth Clients. You will provide analysis, research and sales and service fulfilment to uncover opportunities to grow the client base and deepen relationships.

The role emphasizes proactive advisory, accurate administration, and collaboration with stakeholders to achieve targets and elevate service levels for high-net-worth clients in the Limpopo region.

Qualifications

• Experience in private wealth or banking advisory.
• Strong communication and relationship-building skills.
• Understanding of financial products and risk profiling.

Responsibilities

• Assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers.
• Provide analysis, research and sales support to identify opportunities for new banking clients.
• Deliver exceptional and high-quality advice through proactive, innovative solutions.
• Maintain accurate client information and timely reporting to guide decisions.
• Develop and nurture key stakeholder relationships to achieve business objectives.

Skills

Client management

Stakeholder management

Portfolio analysis

Lead generation

Job description

## Banking Wealth AdvisorApply: Polokwane: Posted Today: End Date: January 30, 2027 (30+ days left to apply): R54401# **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.**30/01/27All 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.