Wealth Banking Advisor: Grow Affluent Clients & AUM

Rmb Nigeria Limited; Polokwane; On-site; ZAR 600,000 - 900,000; Full time

Job summary

FirstRand Bank India seeks a Private Wealth Advisor to manage a portfolio of affluent clients alongside Private Bankers, delivering analysis, research and service fulfilment to identify opportunities for new clients and expansion of existing relationships.

The role focuses on building stakeholder relationships, market-based financial solutions, and driving profitable growth through effective leads management while maintaining high-quality output within deadlines.

Qualifications

• Relevant Bachelor's Degree - NQF 7, FSCA-approved.
• RE5 Regulatory Compliance Certificates with relevant COB (Class of Business). Meet all SUB-CATS requirements.
• Experience: 3–5 years in a Sales/Service role within financial services.

Responsibilities

• Proactively manage a portfolio of affluent clients with Private Bankers.
• Provide analysis, research, sales and service to grow the client base.
• Build and manage stakeholder relationships for operational success.
• Market all financial services solutions within the relevant business offering.
• Assist with profit growth through effective leads management.
• Ensure high-quality outputs within agreed deadlines.

Skills

Stakeholder management

Portfolio management

Sales experience

Education

Bachelor's Degree - NQF 7, FSCA-approved

Job description

FirstRand Bank India seeks a Private Wealth Advisor to manage a portfolio of affluent clients alongside Private Bankers, delivering analysis, research and service fulfilment to identify opportunities for new clients and expansion of existing relationships.

The role focuses on building stakeholder relationships, market-based financial solutions, and driving profitable growth through effective leads management while maintaining high-quality output within deadlines.