Private Wealth Advisor — High-Net-Worth Solutions

RMB Nigeria Limited; Stellenbosch; On-site; ZAR 500,000 - 800,000; Full time

Job summary

RMB Nigeria Limited is seeking a Private Wealth Advisor to deliver exceptional wealth management guidance and client education to High Net Worth clients in Stellenbosch. You will focus on basic wealth creation, accumulation, and protection strategies to increase VSI and strengthen client retention.

Ideal candidates hold a finance/economics/accounting degree (NQF7), RE5, and CFP (preferred), with 3–5 years in banking, investment, or wealth management, and strong relationship-building skills.

Qualifications

• NQF7 degree in Finance, Economics or Accounting.
• RE5 qualification completed.
• CFP preferred.
• 3–5 years' experience in Banking, Investment, Wealth Management or client-facing roles.
• Knowledge of fiduciary opportunities and philanthropy advised.

Responsibilities

• Achieve revenue and profit targets by growing portfolio base and providing holistic advice.
• Identify opportunities for revenue growth to hit sales targets.
• Provide banking/financial solutions across allocated client portfolio.
• Identify local and offshore fiduciary opportunities and advise on philanthropy.
• Ensure compliance with regulatory and audit requirements.

Skills

Wealth advisory

Portfolio management

Client relations

Education

NQF7 degree in Finance/Economics/Accounting

RE5 qualification

Certified Financial Planner (CFP)

Job description

RMB Nigeria Limited is seeking a Private Wealth Advisor to deliver exceptional wealth management guidance and client education to High Net Worth clients in Stellenbosch. You will focus on basic wealth creation, accumulation, and protection strategies to increase VSI and strengthen client retention.

Ideal candidates hold a finance/economics/accounting degree (NQF7), RE5, and CFP (preferred), with 3–5 years in banking, investment, or wealth management, and strong relationship-building skills.