Wealth Banking Advisor for Private Clients

firstrand; Stellenbosch; On-site; ZAR 420,000 - 640,000; Full time

Job summary

RMB Private Wealth in Stellenbosch seeks a results-driven professional to manage a portfolio of clients and support Private Advisors. You will analyse client needs, perform research, and assist with sales and service fulfilment to identify opportunities for new banking clients and growth within existing relationships.

The role emphasizes proactive engagement, accurate reporting, and maintaining strong stakeholder relationships to drive revenue and service excellence.

Qualifications

• Relevant NQF7 level degree in Finance, Economics or Accounting.
• Minimum 2–3 years’ experience in a Sales/Service banking environment.
• RE5 qualification is required.

Responsibilities

• Provide sound services and recommendations based on customer needs and trends.
• Compile timely reports to track progress and guide decision making.
• Manage leads pipeline and support sales through client analysis and engagement.
• Assist with profit growth through acquisition of new clients and servicing existing ones.
• Deliver high-quality advice and maintain service levels.

Skills

Client analysis

Stakeholder management

Sales & service

Reporting

Education

NQF7 degree in Finance/Economics/Accounting

Job description

RMB Private Wealth in Stellenbosch seeks a results-driven professional to manage a portfolio of clients and support Private Advisors. You will analyse client needs, perform research, and assist with sales and service fulfilment to identify opportunities for new banking clients and growth within existing relationships.

The role emphasizes proactive engagement, accurate reporting, and maintaining strong stakeholder relationships to drive revenue and service excellence.