Private Wealth Advisor: Holistic Growth & Client Impact

Rand Merchant Bank Ltd; Klerksdorp; On-site; ZAR 900,000 - 1,400,000; Full time

Job summary

Rand Merchant Bank Ltd in South Africa seeks a Private Wealth Specialist to deliver tailored wealth strategies for high-net-worth clients, focusing on wealth creation, accumulation and protection.

You will identify fiduciary opportunities locally and offshore, advise on philanthropy, and drive revenue growth while ensuring audit and legislative compliance across your portfolio. Collaborate across teams to enhance service delivery and client retention.

Qualifications

• Deliver an exceptional experience for Private Wealth clients focusing on foundational strategies for wealth creation, accumulation, and protection.
• Identify local and offshore fiduciary opportunities and advise on client philanthropy.
• Ensure compliance to legislative and audit requirements and adherence to relevant processes.
• Achieve revenue targets by growing the portfolio base with holistic advice and solutions.

Responsibilities

• Deliver exceptional client service for Private Wealth clients.
• Implement wealth creation, accumulation and protection strategies.
• Identify fiduciary opportunities local and offshore; advise on philanthropy.
• Ensure compliance with legislative and audit requirements and internal processes.

Job description

Rand Merchant Bank Ltd in South Africa seeks a Private Wealth Specialist to deliver tailored wealth strategies for high-net-worth clients, focusing on wealth creation, accumulation and protection.

You will identify fiduciary opportunities locally and offshore, advise on philanthropy, and drive revenue growth while ensuring audit and legislative compliance across your portfolio. Collaborate across teams to enhance service delivery and client retention.