Wealth Banking Advisor - Grow Client Portfolios

RMB Nigeria Limited; Stellenbosch; On-site; ZAR 580,000 - 670,000; Full time

Job summary

RMB Private Wealth in Stellenbosch seeks a Banking Advisor Wealth to support a team of Private Advisors in managing client portfolios. You will provide analysis, research and service fulfilment to identify opportunities for new clients and grow existing relationships.

The ideal candidate has an NQF7-level degree in Finance/Economics/Accounting, completed RE5, and 2–3 years’ sales/service experience in banking or financial services. Credit checks may apply.

Qualifications

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

Responsibilities

• Assist in proactively managing a portfolio of RMB Private Wealth Clients with a team of Private Advisors.
• Provide analysis, research and sales/service fulfilment to identify opportunities and grow client base.
• Support stakeholder management and maintain accurate client and pipeline records.

Skills

Sales experience

Client engagement

Financial services

Education

Relevant NQF7 Level Degree in Finance, Economics or Accounting

RE5 qualification

Job description

RMB Private Wealth in Stellenbosch seeks a Banking Advisor Wealth to support a team of Private Advisors in managing client portfolios. You will provide analysis, research and service fulfilment to identify opportunities for new clients and grow existing relationships.

The ideal candidate has an NQF7-level degree in Finance/Economics/Accounting, completed RE5, and 2–3 years’ sales/service experience in banking or financial services. Credit checks may apply.