Elite Private Wealth Advisor | Growth & Client Impact

FirstRand Bank India

Stellenbosch

On-site

ZAR 600,000 - 900,000

Full time

4 days ago

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Job summary

RMB High Net Worth Wealth is seeking a client-focused advisor to deliver tailored wealth creation, accumulation and protection strategies for HNW clients. You will grow a portfolio, provide independent advice and solutions, and contribute to VSI and client retention across RMB’s private banking franchise.

Ideal candidates hold an NQF7 degree in Finance/Economics/Accounting, RE5, and CFP credentials, with 3–5 years in banking or wealth management.

Qualifications

NQF7 level degree in Finance, Economics or Accounting is required.
RE5 qualification is required.
Certified Financial Planner (CFP) is preferred.
3 to 5 years’ experience in Banking, Investment, Financial Planning, Wealth Management, and client-facing environment.
Knowledge of money management principles and wealth creation/accumulation.

Responsibilities

Achieve revenue and profit targets by growing the portfolio and offering holistic advice.
Identify and leverage opportunities for revenue growth to meet sales targets.
Provide banking and financial solutions to an allocated client base.
Advise on local and offshore fiduciary opportunities and philanthropy.
Ensure compliance with regulatory and audit requirements.