Private Wealth Advisor

RMB Nigeria Limited; Johannesburg; On-site; ZAR 545,000 - 653,000; Full time

Job summary

RMB Nigeria Limited is seeking a Private Wealth Advisor in Johannesburg to deliver holistic wealth strategies for a portfolio of clients. You will identify fiduciary opportunities, advise on philanthropy, and build cross-team relationships to drive revenue growth and client retention.

The role requires strong advisory skills, regulatory awareness, and a commitment to service excellence within a private wealth context. This is a full-time position based in Johannesburg.

Qualifications

• Experience in private wealth/advisory services.
• Strong analytical and quantitative skills.
• Knowledge of regulatory requirements and compliance.

Responsibilities

• Identify local and offshore fiduciary opportunities for clients.
• Advise on client philanthropy and wealth strategies.
• Build relationships across teams to improve delivery and collaboration.
• Develop revenue growth and achieve sales targets with clients.
• Provide banking and financial solutions within a portfolio.
• Conduct client reviews and promote financial service offerings.
• Ensure compliance with laws and internal controls.
• Deliver excellent customer experiences aligned with standards.
• Identify process improvements to reduce costs and waste.

Skills

Client relationship management

Wealth management

Sales target achievement

Financial advisory

Education

Bachelor's degree in Finance/Commerce

Tools

CRM software

MS Excel

Job description

Private Wealth AdvisorBy clicking \"Accept\", you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts. Click here to read our cookie policy.### Private Wealth AdvisorApply: Johannesburg: Full time: Posted Today: End Date: November 1, 2026 (5 days left to apply): R53688# **Job Description**To deliver an exceptional experience for Private Wealth clients, focusing on foundational strategies for wealth creation, accumulation, and protection. This job applies relevant Money Management principles to deepen client engagement, drive Vertical Sales Index (VSI) growth, and strengthen long-term client retention and entrenchment.* Identify Local and Offshore fiduciary opportunities and advise on client philanthropy.* Participate in planned activities that are appropriate for own development.* Build working relationships across teams and functional lines to enhance work delivery, collaboration and innovation.* Identify and utilise opportunities for revenue growth to deliver on sales targets.* Provide appropriate banking and financial solutions across an allocated portfolio of clients.* Develop, encourage and nurture collaborative relationships across the FRG.* Ensure compliance to legislative and audit requirements and adherence to relevant processes.* Conduct client reviews within the context of client engagements and market all financial services solutions within the relevant business offering.* Deliver customer experience excellence in own service delivery aligned to Organisational values and service standards.* Deliver internal and external customer service excellence through adherence to quality service standards.* Prevent wastage and identify process improvements to contain and reduce costs.* Achieve revenue and profit targets by growing portfolio base, providing independent holistic advice and solutions that ensure revenue and profit growth.# # **Important Closing Date Note**# **Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.**01/11/26All 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.