Private Wealth Banking Advisor

RMB; Johannesburg; On-site; ZAR 536,000 - 625,000; Full time

Job summary

RMB Private Bank in Johannesburg invites a Banking Advisor Wealth to proactively manage a portfolio of Private Wealth Clients alongside a team of Private Advisors. You will analyze client needs, provide tailored banking and wealth solutions, and pursue opportunities to grow the client base while maintaining exceptional service standards.

You will develop strong stakeholder relationships, stay compliant with FSCA/FAIS requirements, and contribute to revenue growth through proactive client

Qualifications

• FSCA approved NQF7 in Finance, Economics or Accounting.
• FAIS accreditation (RE5) preferred.
• 2–3 years of experience in Sales/Service in a financial environment.

Responsibilities

• Assist in managing a portfolio of Private Wealth Clients with a team of Private Advisors.
• Identify opportunities to grow the client base and new banking clients.
• Deliver high-quality financial advice and service, meeting targets.

Skills

Sales/Service experience

Education

FSCA Approved NQF7 in Finance/Economics/Accounting

FAIS accreditation (RE5)

Job description

RMB Private Bank in Johannesburg invites a Banking Advisor Wealth to proactively manage a portfolio of Private Wealth Clients alongside a team of Private Advisors. You will analyze client needs, provide tailored banking and wealth solutions, and pursue opportunities to grow the client base while maintaining exceptional service standards.

You will develop strong stakeholder relationships, stay compliant with FSCA/FAIS requirements, and contribute to revenue growth through proactive client