Senior Private Wealth Advisor for HNW Clients

RMB; Stellenbosch; On-site; ZAR 600,000 - 1,200,000; Full time

Job summary

RMB Stellenbosch is recruiting a Private Wealth Advisor to deliver exceptional advisory services to High Net Worth clients, focusing on wealth creation, accumulation and protection strategies. You will drive portfolio growth, perform client reviews and provide suitable financial solutions while ensuring regulatory compliance.

You will work within a high-performing RMB team, leveraging FirstRand Group resources to build strong client relationships and contribute to sustainable revenue growth in

Qualifications

• 3–5 years of banking, investment or wealth management experience.
• Knowledge of local and offshore fiduciary opportunities and client philanthropy.
• Understanding money management principles and holistic financial planning.

Responsibilities

• Grow portfolio revenue by delivering independent holistic advice and solutions.
• Present appropriate banking and financial solutions to assigned clients.
• Conduct client reviews and promote RMB products and services.
• Ensure compliance with regulatory requirements and internal processes.
• Collaborate with teams across RMB and FRG to enhance service delivery.

Skills

Client relationships

Wealth advisory

Regulatory knowledge

Education

NQF7 degree in Finance/Economics/Accounting

RE5 qualification

CFP (preferred)

Job description

RMB Stellenbosch is recruiting a Private Wealth Advisor to deliver exceptional advisory services to High Net Worth clients, focusing on wealth creation, accumulation and protection strategies. You will drive portfolio growth, perform client reviews and provide suitable financial solutions while ensuring regulatory compliance.

You will work within a high-performing RMB team, leveraging FirstRand Group resources to build strong client relationships and contribute to sustainable revenue growth in