Wealth Banking Advisor: Grow Portfolios & Serve Clients

RMB; Stellenbosch; On-site; ZAR 550,000 - 659,000; Full time

Job summary

RMB Private Wealth in Stellenbosch is seeking a Banking Advisor Wealth to support a team of Private Advisors. You will assist in analysis, research and service fulfilment to strengthen client relationships and grow portfolios.

Ideal candidates have 2-3 years in banking sales/service, with an NQF7 degree in Finance, Economics or Accounting and RE5 qualification, and you will work full-time onsite in Stellenbosch.

Qualifications

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

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.
• Manage leads pipeline and support sales through client engagement.
• Assist with profit growth through sales and acquisition of new clients.

Education

NQF7 Degree in Finance, Economics or Accounting

RE5 qualification

Job description

RMB Private Wealth in Stellenbosch is seeking a Banking Advisor Wealth to support a team of Private Advisors. You will assist in analysis, research and service fulfilment to strengthen client relationships and grow portfolios.

Ideal candidates have 2-3 years in banking sales/service, with an NQF7 degree in Finance, Economics or Accounting and RE5 qualification, and you will work full-time onsite in Stellenbosch.