Private Wealth Banking Advisor

RMB - Rand Merchant Bank; Stellenbosch; On-site; ZAR 350,000 - 550,000; Full time

Job summary

RMB - Rand Merchant Bank is seeking a proactive Private Wealth Sales/Support professional in Stellenbosch. You will assist a team of Private Advisors with analysis, research, and service fulfilment to identify opportunities for banking new clients and growing existing portfolios.

The role focuses on proactive client engagement, portfolio analysis, and meeting financial targets while upholding service standards across RMB Private Wealth.

Qualifications

• 2–3 years’ experience within a Sales/Service area of a banking/financial environment.

Responsibilities

• Provide sound services and recommendations based on customer needs and trends.
• Manage leads pipeline and support sales through analysis of client portfolio.

Skills

Sales experience

Banking/Financial industry experience

Education

NQF7 degree in Finance, Economics or Accounting

RE5 qualification

Job description

RMB - Rand Merchant Bank is seeking a proactive Private Wealth Sales/Support professional in Stellenbosch. You will assist a team of Private Advisors with analysis, research, and service fulfilment to identify opportunities for banking new clients and growing existing portfolios.

The role focuses on proactive client engagement, portfolio analysis, and meeting financial targets while upholding service standards across RMB Private Wealth.