Private Wealth Banking Advisor

RMB; Cape Town; On-site; ZAR 300,000 - 520,000; Full time

Job summary

RMB Private Wealth in Cape Town seeks a Banking Advisor Wealth to assist in managing a client portfolio with a team of Private Advisors. You will provide analysis, reports, and service fulfilment to uncover new opportunities and grow the client base.

You will support lead management, target achievement, and maintain crucial stakeholder relationships to meet operational goals. A relevant degree and RE5 are preferred with 2–3 years in sales/service in banking/finance.

Qualifications

• 2-3 years' experience within a Sales/Service area of a banking/financial environment.
• Relevant NQF7 Level Degree in Finance, Economics or Accounting.
• Completed RE5 qualification.

Responsibilities

• Assist in proactively managing a portfolio of RMB Private Wealth Clients with a team of Private Advisors.
• Provide analysis, reports and sales and service fulfilment to identify opportunities for new banking clients and grow existing portfolios.
• Manage leads, report progress and support growth targets.
• Develop and maintain key stakeholder relationships to achieve operational objectives.

Skills

Sales & service experience

Education

NQF7 Level Degree in Finance, Economics or Accounting

RE5 qualification

Job description

RMB Private Wealth in Cape Town seeks a Banking Advisor Wealth to assist in managing a client portfolio with a team of Private Advisors. You will provide analysis, reports, and service fulfilment to uncover new opportunities and grow the client base.

You will support lead management, target achievement, and maintain crucial stakeholder relationships to meet operational goals. A relevant degree and RE5 are preferred with 2–3 years in sales/service in banking/finance.