Private Wealth Advisor – Cape Town

RMB Nigeria Limited; Cape Town; On-site; ZAR 600,000 - 1,000,000; Full time

Job summary

RMB Nigeria Limited seeks a Private Clients Advisor to deliver holistic wealth guidance and solutions to RMB Affluent clients in Cape Town. You will build and protect client portfolios, tailor investment strategies and manage relationships with high-net-worth individuals.

The ideal candidate has a finance/economics/accounting background, RE5, and preferably CFP, with 3–5 years in banking, wealth management, or client-facing financial services.

Qualifications

• Relevant NQF7 level degree in Finance, Economics or Accounting.
• Completed RE5 qualification.
• Preferred: CFP designation.

Responsibilities

• Provide independent holistic financial advice to RMB Affluent clients.
• Identify revenue growth opportunities and achieve sales targets.
• Deliver appropriate banking and wealth solutions across client portfolios.
• Ensure regulatory compliance and sound risk management in client engagements.

Skills

Financial advisory

Portfolio management

Sales targets

Client relations

Education

NQF7 Finance/Economics/Accounting degree

RE5 qualification

Certified Financial Planner (CFP)

Tools

CRM systems

Job description

RMB Nigeria Limited seeks a Private Clients Advisor to deliver holistic wealth guidance and solutions to RMB Affluent clients in Cape Town. You will build and protect client portfolios, tailor investment strategies and manage relationships with high-net-worth individuals.

The ideal candidate has a finance/economics/accounting background, RE5, and preferably CFP, with 3–5 years in banking, wealth management, or client-facing financial services.