Wealth Banking Advisor: Grow Client Portfolios & Advisory

RMB; Stellenbosch; On-site; ZAR 558,000 - 725,000; Full time

Job summary

RMB Private Wealth is seeking a Banking Advisor in Stellenbosch to proactively manage a client portfolio with a team of Private Advisors. You will provide analysis, research, and sales/service fulfilment while identifying opportunities for new banking clients and growing existing relationships.

Ideal candidates have a Finance/Economics/Accounting degree (NQF7), RE5 qualification, and 2–3 years’ sales/service banking experience, with a focus on accurate reporting and proactive client engagement.

Qualifications

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

Responsibilities

• Provide sound services and recommendations based on customer and client needs, current information, and trends.
• Provide efficient administration through careful planning, reporting, and updating of information.
• Compile reports that track progress to guide business decisions.
• Ensure effective management of the leads pipeline.
• Support sales through analysis of client portfolio and proactive client engagement.
• Assist with profit growth through sales and acquisition of new clients.
• Achieve targets and uphold service levels.
• Identify opportunities to expand customer base with creditworthy customers.
• Grow active customer accounts by managing existing clients and generating new leads.
• Deliver high-quality advice that exceeds customer expectations with proactive solutions.
• Contribute to service excellence and strong stakeholder relationships.
• Develop and manage stakeholder relationships to achieve objectives.
• Comply with statutory and governance requirements; adhere to area-specific processes.
• Contribute to innovation by finding faster and more accurate ways of working.
• Understand and market financial services within the offering.
• Continuously assess performance and seek feedback/training.
• Foster collaboration within RMB and the FRG.

Education

Degree in Finance, Economics or Accounting

Job description

RMB Private Wealth is seeking a Banking Advisor in Stellenbosch to proactively manage a client portfolio with a team of Private Advisors. You will provide analysis, research, and sales/service fulfilment while identifying opportunities for new banking clients and growing existing relationships.

Ideal candidates have a Finance/Economics/Accounting degree (NQF7), RE5 qualification, and 2–3 years’ sales/service banking experience, with a focus on accurate reporting and proactive client engagement.