High Net Worth/Ultra-High Net Worth Advisor

RMB - Rand Merchant Bank; Johannesburg; On-site; ZAR 600,000 - 1,200,000; Full time

Job summary

RMB Private Bank in Johannesburg seeks an experienced Private Wealth Advisor to serve High Net Worth clients and families, delivering holistic wealth management and legacy planning.

You will tailor financial solutions, grow the client base, manage the leads pipeline and collaborate with partners to ensure compliant, client-centric outcomes.

Qualifications

• Minimum Qualification: NQF level 7 FSCA approved Degree.
• RE5 Regulatory Compliance Certificates with COB (Class of Business).
• 3–5 years’ experience in a Sales/Service area of a financial environment.

Responsibilities

• Provide holistic wealth management advice to HNW/UHNW clients.
• Tailor financial solutions to clients’ needs and support legacy building across generations.
• Assist with growing the client base and managing leads to drive business growth.
• Ensure timely, high-quality outputs and compliant processes.

Skills

Sales/Service experience in financials

HNW/UHNW advisory (beneficial)

Education

NQF level 7 FSCA approved Degree

RE5 Regulatory Compliance Certificates with COB

Job description

Job Description

RMB Private Bank offers leading wealth management advice and private banking solutions that span all stages of our client’s wealth journey. Our strong record of excellence, combined with a reputation for innovation and a genuine interest in the people we serve, inspires us to craft insightful solutions that evolve as our clients’ financial needs and aspirations change.

While most Private Banks compete on the same basis, it is RMB's people, our owner-manager culture, collaborative spirit, and values that distinguish us from the rest. As a respected talent brand, RMB Private Bank creates an environment where exceptional people can create their own opportunities, supported by sound banking principles and innovative thinking.

As a Private Wealth Advisor in our High Net Worth/Ultra-High Net Worth team, you will be in a team working closely with our clients and their families, tailoring financial solutions to suit their unique needs while supporting legacy building across generations. RMB Private Bank is seeking experienced Private Wealth Advisors, to form part of our team and provide expert holistic legacy and wealth management advice to our high-net-worth clients.

Are You Someone Who Can

• Deliver exceptional experience and education to RMB Private Wealth clients on basic wealth creation, accumulation.
• Increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles.
• Understand and market all financial services solutions within the relevant business offering.
• Assist with profit growth for the business through ensuring effective management of the leads pipeline.
• Produce consistently high-quality outputs within agreed deadlines.

You Will Be An Ideal Candidate If You

• Minimum Qualification - Relevant NQF level 7 FSCA approved Degree.
• RE5 Regulatory Compliance Certificates with relevant COB (Class of Business) Meet all requirements on SUB-CATS.
• Experience - 3 to 5 years’ experience within a Sales/Service area of a financial environment.
• Experience advising HNW/UHNW Clients would be beneficial

You Will Have Access To

• Opportunities to network and collaborate.
• Earn basic guaranteed rewards with uncapped earning potential.
• Opportunities to innovate.

We Can Be a Match If You Are

• Signed off for supervision of all your SUB-CATS
• Able to build sound relationships based on trust and openness.
• Ensure growth and increase in customer base by ensuring the management of existing clients, generates new leads and grows active customer account base.
• Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialization.

In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check. You must not be an unrehabilitated insolvent.

All suitably qualified candidates will be considered. Appointments will be made in line with the Bank's Employment Equity Strategy. FirstRand actively supports the recruitment and advancement of individuals with disabilities. We recommend that candidates be encouraged to declare their disability and consult the Bank should they require reasonable accommodation.

Important Closing Date Note

24/09/26

All 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.