Private Wealth Advisor — Legacy & Growth Specialist

RMB - Rand Merchant Bank; Durban; On-site; ZAR 600,000 - 900,000; Full time

Benefits offered by this job

Networking opportunities

Uncapped earning potential

Innovation opportunities

Job summary

RMB Private Bank is seeking a Private Wealth Advisor to join a High Net Worth/Ultra-High Net Worth team. You will tailor financial solutions for discerning clients and their families, supporting legacy building and wealth protection across generations.

You will work closely with clients to grow relationships, manage leads, and promote a full suite of RMB Private Bank solutions, backed by the bank's client-centric, advisory culture.

Qualifications

• Relevant NQF level 7 FSCA approved degree.
• RE5 Regulatory Compliance Certificates with relevant COB (Class of Business).
• 3 to 5 years’ experience within a Sales/Service area of a financial environment.
• Signed off on FAIS categories.

Responsibilities

• Provide holistic wealth management advice to high net-worth clients.
• Tailor financial solutions to client needs and family legacy across generations.
• Grow client base and manage leads pipeline to drive revenue.
• Collaborate with the private wealth team to deliver bespoke financial outcomes.

Skills

Relationship building

Sales experience

Financial services knowledge

Regulatory compliance

FAIS awareness

Education

NQF 7 Degree

Job description

RMB Private Bank is seeking a Private Wealth Advisor to join a High Net Worth/Ultra-High Net Worth team. You will tailor financial solutions for discerning clients and their families, supporting legacy building and wealth protection across generations.

You will work closely with clients to grow relationships, manage leads, and promote a full suite of RMB Private Bank solutions, backed by the bank's client-centric, advisory culture.