Private Wealth Advisor — Holistic Wealth Strategy

FirstRand Bank India; Bellville; On-site; ZAR 600,000 - 1,000,000; Full time

Job summary

RMB High Net Worth Wealth is seeking an experienced financial professional to deliver holistic wealth management solutions and advisory services to an affluent client base in South Africa. You will grow the portfolio, provide independent advice, and ensure regulatory compliance while collaborating with cross-functional teams.

The ideal candidate has 3–5 years in banking/wealth management, a relevant degree, RE5, and preferably CFP.

Qualifications

• Candidates must hold an NQF7 level degree in Finance, Economics or Accounting.
• RE5 qualification is mandatory.
• Preferred CFP designation is a plus.
• 3–5 years of experience in Banking, Investment, Financial Planning or Wealth Management.
• Solid understanding of money management principles.

Responsibilities

• Provide holistic financial advice and solutions to RMB High Net Worth clients.
• Identify opportunities to grow portfolio base and achieve revenue targets.
• Deliver banking and financial solutions across an allocated client portfolio.
• Ensure compliance with regulatory requirements and internal processes.
• Develop and maintain strong relationships across RMB and FRG teams.

Skills

Portfolio servicing

Client relationship

Revenue growth

Project management

Education

NQF7 Level Degree in Finance/Economics/Accounting

RE5 qualification

CFP (Certified Financial Planner)

Job description

RMB High Net Worth Wealth is seeking an experienced financial professional to deliver holistic wealth management solutions and advisory services to an affluent client base in South Africa. You will grow the portfolio, provide independent advice, and ensure regulatory compliance while collaborating with cross-functional teams.

The ideal candidate has 3–5 years in banking/wealth management, a relevant degree, RE5, and preferably CFP.