High Net Worth Private Wealth Advisor

Fnbnamibia; Stellenbosch; Vor Ort; ZAR 558.000 - 668.000; Vollzeit

Zusammenfassung

RMB Private Banking in Stellenbosch is seeking a Private Wealth Advisor to deliver holistic wealth creation and protection strategies to high-net-worth clients. You will grow a client portfolio, provide independent advice and align solutions with regulatory requirements while maintaining exceptional service standards.

The ideal candidate holds an NQF7 degree in Finance/Economics/Accounting, RE5, and CFP is preferred. 3–5 years in wealth management or related client-facing roles is expected.

Qualifikationen

• Requires NQF7 degree in Finance, Economics or Accounting.
• RE5 qualification required; CFP preferred.
• 3–5 years’ experience in banking/wealth management or client-facing roles.

Aufgaben

• Achieve revenue and profit targets by growing the portfolio with holistic advice.
• Provide banking and financial solutions across an allocated client base.
• Conduct client reviews and promote wealth creation and protection strategies.
• Ensure compliance with NCA and regulatory requirements.

Kenntnisse

Portfolio management

Holistic financial advice

Client relationship management

Product solution matching

Project management

Ausbildung

NQF7 Degree in Finance/Economics/Accounting

RE5 qualification

CFP (preferred)

Tools

CRM systems

Banking systems knowledge

Jobbeschreibung

RMB Private Banking in Stellenbosch is seeking a Private Wealth Advisor to deliver holistic wealth creation and protection strategies to high-net-worth clients. You will grow a client portfolio, provide independent advice and align solutions with regulatory requirements while maintaining exceptional service standards.

The ideal candidate holds an NQF7 degree in Finance/Economics/Accounting, RE5, and CFP is preferred. 3–5 years in wealth management or related client-facing roles is expected.