Private Client Advisor

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

Benefits offered by this job

Networking opportunities

Uncapped earning potential

Innovation opportunities

Job summary

RMB Private Bank is seeking a Private Wealth Advisor to join a High Net Worth/Ultra-High Net Worth team. You will tailor financial solutions for discerning clients and their families, supporting legacy building and wealth protection across generations.

You will work closely with clients to grow relationships, manage leads, and promote a full suite of RMB Private Bank solutions, backed by the bank's client-centric, advisory culture.

Qualifications

• Relevant NQF level 7 FSCA approved degree.
• RE5 Regulatory Compliance Certificates with relevant COB (Class of Business).
• 3 to 5 years’ experience within a Sales/Service area of a financial environment.
• Signed off on FAIS categories.

Responsibilities

• Provide holistic wealth management advice to high net-worth clients.
• Tailor financial solutions to client needs and family legacy across generations.
• Grow client base and manage leads pipeline to drive revenue.
• Collaborate with the private wealth team to deliver bespoke financial outcomes.

Skills

Relationship building

Sales experience

Financial services knowledge

Regulatory compliance

FAIS awareness

Education

NQF 7 Degree

Job description

Job Description

To provide an exceptional experience to private clients focused on foundational wealth creation, accumulation, and protection strategies. Enhance client engagement and loyalty by applying contextual Money Management principles, driving growth in the Vertical Sales Index (VSI), and fostering long-term client retention and entrenchment.

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 Private 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)
• Experience - 3 to 5 years’ experience within a Sales/Service area of a financial environment.
• Signed off on FAIS categories

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

• Able to build sound relationships based on trust and openness.
• Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.
• Curious & courageous - you're driven by always wanting to know more and learn more and you're brave enough to
• Obsessed with mastery - you know what it takes to become good at what you do and are constantly pushing yourself to do it.
• 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.

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.