Private Wealth Advisor - Cape Town

Fnbnamibia; Cape Town; On-site; ZAR 420,000 - 660,000; Full time

Job summary

RMB Affluent is seeking a Private Clients Advisor to deliver wealth creation and protection advice to a high-net-worth client base. You will work within RMB’s Private Banking framework, focusing on holistic financial solutions and strong client relationships across teams.

The role requires a finance or accounting degree, RE5 certification, and 3–5 years in banking or wealth management, with CFP preferred. Open to dedicated professionals committed to best-in-class service.

Qualifications

• Relevant NQF7 degree in finance or accounting.
• RE5 qualification completed, CFP preferred.
• 3–5 years in banking, investment or wealth management.

Responsibilities

• Achieve revenue and profit targets by growing the portfolio base.
• Provide independent holistic advice and solutions for client needs.
• Identify opportunities to deliver revenue growth and cross-sell.
• Ensure compliance with regulatory requirements and processes.
• Build strong relationships across RMB and FRG teams.

Skills

Client relationship management

Financial advice

Regulatory knowledge

Portfolio growth

Education

NQF7 Degree in Finance, Economics or Accounting

RE5 qualification

CFP (preferred)

Job description

RMB Affluent is seeking a Private Clients Advisor to deliver wealth creation and protection advice to a high-net-worth client base. You will work within RMB’s Private Banking framework, focusing on holistic financial solutions and strong client relationships across teams.

The role requires a finance or accounting degree, RE5 certification, and 3–5 years in banking or wealth management, with CFP preferred. Open to dedicated professionals committed to best-in-class service.