Wealth Banking Advisor: Grow Client Portfolios

FirstRand Limited; Cape Town; On-site; ZAR 558,000 - 692,000; Full time

Job summary

FirstRand Limited's RMB Private Wealth arm in Cape Town seeks a Banking Advisor Wealth to proactively manage a portfolio of RMB Private Wealth Clients with a team of Private Advisors, delivering analysis, research, and service fulfilment.

Ideal candidate holds a relevant NQF7 degree in Finance, Economics or Accounting, completed RE5, with 2-3 years in banking sales/service; you will grow client base, manage leads, and provide accurate reports while ensuring compliance with NCA.

Qualifications

• Relevant NQF7 degree in Finance, Economics or Accounting.
• RE5 qualification completed.
• 2-3 years experience within a Sales/Service area of a banking/financial environment.

Responsibilities

• Manage a portfolio of RMB Private Wealth Clients with a Private Advisor team.
• Provide analysis, reports and proactive client engagement to grow the portfolio.
• Identify opportunities to acquire new clients and expand the customer base.

Skills

Sales and customer service

Financial analysis

Stakeholder management

Education

NQF7 degree in Finance, Economics or Accounting

RE5 qualification

Job description

FirstRand Limited's RMB Private Wealth arm in Cape Town seeks a Banking Advisor Wealth to proactively manage a portfolio of RMB Private Wealth Clients with a team of Private Advisors, delivering analysis, research, and service fulfilment.

Ideal candidate holds a relevant NQF7 degree in Finance, Economics or Accounting, completed RE5, with 2-3 years in banking sales/service; you will grow client base, manage leads, and provide accurate reports while ensuring compliance with NCA.