Private Wealth Advisor: Growth & Fiduciary Focus

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

Job summary

RMB Private Wealth Advisor in Polokwane, Limpopo, focuses on foundational wealth strategies, aiming for growth, retention, and client entrenchment through Money Management principles. The role targets deep client engagement, VSI growth, and compliant, value-driven service delivery.

Will identify local fiduciary opportunities, offer holistic banking and financial solutions across an allocated client portfolio, and conduct regular reviews while upholding service standards and organisational values.

Responsibilities

• Identify Local and Offshore fiduciary opportunities and advise on client philanthropy.
• Provide appropriate banking and financial solutions across an allocated portfolio of clients.
• Conduct client reviews within the context of client engagements and market all financial services solutions.
• Deliver customer experience excellence in own service delivery aligned to Organisational values and service standards.
• Achieve revenue and profit targets by growing portfolio base, providing independent holistic advice and solutions.

Job description

RMB Private Wealth Advisor in Polokwane, Limpopo, focuses on foundational wealth strategies, aiming for growth, retention, and client entrenchment through Money Management principles. The role targets deep client engagement, VSI growth, and compliant, value-driven service delivery.

Will identify local fiduciary opportunities, offer holistic banking and financial solutions across an allocated client portfolio, and conduct regular reviews while upholding service standards and organisational values.