Private Wealth Advisor - Holistic Wealth & Client Growth

RMB Nigeria Limited; George; On-site; ZAR 600,000 - 900,000; Full time

Job summary

RMB Nigeria Limited is seeking an experienced Wealth Adviser to deliver exceptional financial guidance to affluent clients in South Africa's Western Cape region. You will provide holistic investment, protection, and retirement planning solutions, building lasting relationships and expanding a high-value portfolio.

Required: NQF7 degree in Finance, Economics or Accounting, RE5; CFP preferred; 3–5 years in banking or wealth management; strong knowledge of money management principles and regulatory

Qualifications

• NQF7 degree in Finance, Economics or Accounting.
• RE5 qualification completed.
• CFP certification preferred.
• 3–5 years in Banking, Investment, Wealth Management or client-facing roles.
• Knowledge of money management principles and regulatory requirements.

Responsibilities

• Provide independent holistic financial advice across an allocated client portfolio.
• Identify opportunities for revenue growth and client acquisition.
• Ensure compliance with regulatory and audit requirements.
• Build and maintain strong client relationships and reviews.
• Collaborate across RMB and First Rand Group teams to deliver integrated solutions.

Skills

Portfolio management

Client relationship

Financial advisory

Regulatory knowledge

Wealth management

Project management

Education

NQF7 Finance/Economics/Accounting

RE5 qualification

CFP certification

Job description

RMB Nigeria Limited is seeking an experienced Wealth Adviser to deliver exceptional financial guidance to affluent clients in South Africa's Western Cape region. You will provide holistic investment, protection, and retirement planning solutions, building lasting relationships and expanding a high-value portfolio.

Required: NQF7 degree in Finance, Economics or Accounting, RE5; CFP preferred; 3–5 years in banking or wealth management; strong knowledge of money management principles and regulatory