Wealth Banking Advisor: Grow Client Portfolios & Insights

Fnbnamibia; Cape Town; On-site; ZAR 700,000 - 900,000; Full time

Job summary

RMB Private Wealth is seeking a Banking Advisor to proactively manage a portfolio of RMB Private Wealth Clients with a team of Private Advisors. You will provide analysis, research and service fulfilment to identify opportunities for new banking clients and grow existing relationships through strong stakeholder management.

The role emphasizes sales, lead management and delivering high-quality advisory services to meet financial targets.

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.
• Compile reports that track progress and guide business decisions.
• Ensure effective management of the leads pipeline.
• Support sales through analysis of client portfolio and pro-active client engagement.
• Assist with profit growth for the business through sales and acquisition of new clients.

Skills

Stakeholder management

Education

Finance/Economics/Accounting degree

RE5 qualification

Job description

RMB Private Wealth is seeking a Banking Advisor to proactively manage a portfolio of RMB Private Wealth Clients with a team of Private Advisors. You will provide analysis, research and service fulfilment to identify opportunities for new banking clients and grow existing relationships through strong stakeholder management.

The role emphasizes sales, lead management and delivering high-quality advisory services to meet financial targets.