Strategic Private Wealth Advisor

Wesbank; Stellenbosch; Vor Ort; ZAR 900.000 - 1.400.000; Vollzeit

Zusammenfassung

RMB Private Wealth is seeking a Private Wealth Advisor in Stellenbosch to deliver customised wealth creation, accumulation and protection strategies to High Net Worth clients. You will grow the portfolio by identifying opportunities and offering suitable financial solutions, while ensuring regulatory compliance and excellent client service.

Ideal candidates hold an NQF7 degree in Finance/Economics/Accounting, complete RE5, and preferably CFP; 3–5 years’ client-facing wealth management experience

Qualifikationen

• 3–5 years' experience in Banking, Investment, Wealth Management or client‑facing environment.
• RE5 qualification completed; CFP preferred.
• Sound knowledge of wealth creation, accumulation and protection concepts.

Aufgaben

• Deliver exceptional experience and education to RMB High Nett Worth clients across basic wealth creation and protection strategies.
• Identify opportunities for revenue growth and provide appropriate banking and financial solutions.
• Conduct client reviews and maintain compliance with regulatory requirements; manage a client portfolio.

Kenntnisse

Wealth management knowledge

Client acquisition & sales

Project management

Regulatory knowledge

Financial products knowledge

Ausbildung

NQF7 Degree in Finance/Economics/Accounting

RE5 qualification

CFP (Certified Financial Planner)

Jobbeschreibung

RMB Private Wealth is seeking a Private Wealth Advisor in Stellenbosch to deliver customised wealth creation, accumulation and protection strategies to High Net Worth clients. You will grow the portfolio by identifying opportunities and offering suitable financial solutions, while ensuring regulatory compliance and excellent client service.

Ideal candidates hold an NQF7 degree in Finance/Economics/Accounting, complete RE5, and preferably CFP; 3–5 years’ client-facing wealth management experience