Private Wealth Advisor — Growth & Client Relations

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

Job summary

RMB is seeking a Banking Wealth Advisor in Polokwane to proactively manage a Private Wealth client portfolio with a team of Private Bankers. You will provide analysis, research and sales/service fulfilment to identify opportunities for new clients and grow existing relationships.

The role emphasizes stakeholder management, cost-consciousness, and adherence to governance while delivering high-quality advice and service.”

Qualifications

• Manages a portfolio of Private Wealth Clients with proactive analysis and research.
• Identifies opportunities to grow client base and assets under management.
• Delivers high-quality, compliant financial advice and service.

Responsibilities

• Assist in proactively managing a portfolio of Private Wealth Clients with Private Bankers.
• Deliver analysis, research and sales/service fulfilment to identify opportunities for new clients.
• Grow active customer accounts and generate new leads while maintaining governance and reporting.

Skills

Portfolio management

Stakeholder management

Sales & service fulfilment

Analytical thinking

Client engagement

Job description

RMB is seeking a Banking Wealth Advisor in Polokwane to proactively manage a Private Wealth client portfolio with a team of Private Bankers. You will provide analysis, research and sales/service fulfilment to identify opportunities for new clients and grow existing relationships.

The role emphasizes stakeholder management, cost-consciousness, and adherence to governance while delivering high-quality advice and service.”