Elite Private Wealth Advisor for High Net Worth Clients

RMB - Rand Merchant Bank; Stellenbosch; On-site; ZAR 600,000 - 900,000; Full time

Job summary

RMB - Rand Merchant Bank is seeking a Wealth Advisor to deliver exceptional experience to High Net Worth RMB clients in Stellenbosch. You will educate clients on wealth creation, accumulation, and protection using Money Management principles, while driving VSI and client retention.

Ideal candidates have 3–5 years in banking/wealth management, a relevant NQF7 degree, RE5, and CFP as preferred. You will manage a portfolio with a focus on growth and compliance.

Qualifications

• 3–5 years experience in Banking/Investment/Wealth mgmt with client-facing focus
• Solid understanding of money management principles
• Familiarity with Banking and Financial Services Regulatory requirements
• Knowledge of wealth creation/accumulation and protection
• Excellent project management and ability to work independently
• Proven track record in servicing and growing client portfolios

Responsibilities

• Grow portfolio revenue by providing holistic financial solutions.
• Identify opportunities to achieve revenue and profit targets.
• Deliver appropriate banking and financial solutions to clients.
• Manage client reviews and cross-sell across RMB offerings.
• Ensure compliance with NCA and regulatory requirements.
• Build cross-functional relationships to improve service delivery.

Skills

3–5 years banking experience

Project management

Wealth management knowledge

Client solution matching

Regulatory awareness

Education

NQF7 Finance/Economics/Accounting

RE5 qualification

CFP

Job description

RMB - Rand Merchant Bank is seeking a Wealth Advisor to deliver exceptional experience to High Net Worth RMB clients in Stellenbosch. You will educate clients on wealth creation, accumulation, and protection using Money Management principles, while driving VSI and client retention.

Ideal candidates have 3–5 years in banking/wealth management, a relevant NQF7 degree, RE5, and CFP as preferred. You will manage a portfolio with a focus on growth and compliance.