Wealth Advisor - Private Banking & Client Growth

FirstRand Limited; Stellenbosch; On-site; ZAR 514,000 - 695,000; Full time

Job summary

FirstRand Limited, via RMB Private Wealth, is seeking a Banking Advisor (Stellenbosch) to assist in proactively managing a portfolio of RMB Private Wealth Clients with a team of Private Advisors. You will provide analysis, research and sales fulfilment to grow the client base and optimize stakeholder management.

Responsibilities include reporting, pipeline management, client engagement, and contributing to revenue growth while complying with governance and compliance requirements.

Qualifications

• Relevant NQF7-level degree in Finance, Economics, or Accounting.
• RE5 qualification required.

Responsibilities

• Provide sound services and recommendations based on client needs and market trends.
• Compile reports to track progress and guide business decisions.
• Manage leads pipeline effectively and ensure timely follow-up.
• Support sales through analysis of client portfolios and proactive client engagement.
• Identify opportunities to expand the customer base with creditworthy clients.
• Assist with profit growth through sales and acquisition of new clients.

Skills

Sales and service

Client management

Reporting and analysis

Stakeholder management

Proactive client engagement

Education

NQF7 Degree in Finance, Economics or Accounting

RE5 qualification

Job description

FirstRand Limited, via RMB Private Wealth, is seeking a Banking Advisor (Stellenbosch) to assist in proactively managing a portfolio of RMB Private Wealth Clients with a team of Private Advisors. You will provide analysis, research and sales fulfilment to grow the client base and optimize stakeholder management.

Responsibilities include reporting, pipeline management, client engagement, and contributing to revenue growth while complying with governance and compliance requirements.