Private Wealth Advisor

RMB; Pretoria; On-site; ZAR 540,000 - 900,000; Full time

Job summary

RMB Private Wealth in Pretoria seeks an experienced advisor to deliver holistic wealth management for high-net-worth clients, applying foundational strategies for wealth creation, accumulation, and protection. You will identify local and offshore fiduciary opportunities to enhance client outcomes and deepen engagement.

The role emphasizes cross-team collaboration, revenue growth, and regulatory compliance while delivering exceptional customer service and bespoke financial solutions across an

Responsibilities

• Deliver wealth management advice focusing on wealth creation, accumulation, and protection.
• Identify local and offshore fiduciary opportunities and advise on client philanthropy.
• Build working relationships across teams 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.
• 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.

Job description

## Private Wealth AdvisorApply: Pretoria: Full time: Posted Today: End Date: October 2, 2026 (6 days left to apply): R53459# **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.