Private Wealth Banking Advisor — Grow Client Portfolios

RMB; Cape Town; On-site; ZAR 600,000 - 900,000; Full time

Job summary

RMB Private Wealth in Cape Town seeks a Banking Advisor Wealth to assist in proactively managing a portfolio of RMB Private Wealth clients. You will provide analysis, research and sales and service fulfilment with the aim of identifying opportunities to bank new clients and grow existing ones.

Collaboration with Private Advisors is essential to drive growth and service excellence. Ideal candidates have a relevant NQF7 degree, RE5 qualification, and 2–3 years in sales/service within banking or

Qualifications

• Provide sound services and recommendations based on customer and client needs.
• Compile reports that track progress and guide business decisions.
• Ensure effective management of the leads pipeline and client base.

Responsibilities

• Assist in proactively managing RMB Private Wealth clients with a team of advisors.
• Engage with clients to identify opportunities for banking new clients and growing portfolios.
• Prepare analyses and reports to support sales and service fulfilment.
• Support achievement of financial targets and service levels.

Skills

Client engagement

Lead management

Analytical reporting

Financial advisory

Education

Relevant 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 proactively managing a portfolio of RMB Private Wealth clients. You will provide analysis, research and sales and service fulfilment with the aim of identifying opportunities to bank new clients and grow existing ones.

Collaboration with Private Advisors is essential to drive growth and service excellence. Ideal candidates have a relevant NQF7 degree, RE5 qualification, and 2–3 years in sales/service within banking or