Private Wealth Advisor: Growth & Client Excellence

RMB SA; Polokwane; On-site; ZAR 603,000 - 625,000; Full time

Job summary

RMB SA in Polokwane is seeking a Banking Wealth Advisor to support a team of Private Bankers in managing a portfolio of Private Wealth Clients. You will provide analysis, research and sales and service fulfilment to uncover opportunities to grow the client base and deepen relationships.

The role emphasizes proactive advisory, accurate administration, and collaboration with stakeholders to achieve targets and elevate service levels for high-net-worth clients in the Limpopo region.

Qualifications

• Experience in private wealth or banking advisory.
• Strong communication and relationship-building skills.
• Understanding of financial products and risk profiling.

Responsibilities

• Assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers.
• Provide analysis, research and sales support to identify opportunities for new banking clients.
• Deliver exceptional and high-quality advice through proactive, innovative solutions.
• Maintain accurate client information and timely reporting to guide decisions.
• Develop and nurture key stakeholder relationships to achieve business objectives.

Skills

Client management

Stakeholder management

Portfolio analysis

Lead generation

Job description

RMB SA in Polokwane is seeking a Banking Wealth Advisor to support a team of Private Bankers in managing a portfolio of Private Wealth Clients. You will provide analysis, research and sales and service fulfilment to uncover opportunities to grow the client base and deepen relationships.

The role emphasizes proactive advisory, accurate administration, and collaboration with stakeholders to achieve targets and elevate service levels for high-net-worth clients in the Limpopo region.