Private Wealth Advisor for Affluent Clients

RMB Nigeria Limited; Polokwane; On-site; ZAR 600,000 - 900,000; Full time

Job summary

FirstRand's Private Banking Wealth division seeks a Banking Advisor to pro-actively manage a portfolio of affluent clients with Private Bankers, delivering analysis, research, sales and service to grow the client base. You will build strong stakeholder relationships and market comprehensive financial solutions while maintaining service excellence.

Ideal candidates hold a relevant Bachelor's degree (NQF7) and RE5 with COB Class of Business, with 3–5 years in financial services sales/service.

Qualifications

• Relevant Bachelor's Degree - NQF 7 and FSCA-approved.
• RE5 regulatory certification with relevant COB (Class of Business).
• 3–5 years' experience in Sales/Service in financial services.

Responsibilities

• Pro-actively manage a portfolio of affluent clients with Private Bankers through analysis, research, sales and service fulfilment.
• Build and manage stakeholder relationships to enable operational success.
• Contribute to a culture of service excellence and identify opportunities for client growth.
• Market all financial services solutions within the relevant business offering.

Skills

Client portfolio management

Stakeholder management

Financial services knowledge

Education

Bachelor’s degree - NQF 7

Job description

FirstRand's Private Banking Wealth division seeks a Banking Advisor to pro-actively manage a portfolio of affluent clients with Private Bankers, delivering analysis, research, sales and service to grow the client base. You will build strong stakeholder relationships and market comprehensive financial solutions while maintaining service excellence.

Ideal candidates hold a relevant Bachelor's degree (NQF7) and RE5 with COB Class of Business, with 3–5 years in financial services sales/service.