Wealth Banking Advisor — Grow Private Client Portfolio

Fnbnamibia; Cape Town; On-site; ZAR 544,000 - 652,000; Full time

Job summary

FirstRand Limited is seeking a Banking Advisor Wealth in Cape Town to support RMB Private Wealth Clients. You will work with a team of Private Advisors to deliver analysis, research, sales and service fulfilment, with a focus on growing portfolios by identifying opportunities and engaging stakeholders.

The role emphasizes proactive portfolio management and collaboration with Private Advisors to enhance client acquisition and retention within RMB Private Wealth.

Qualifications

• Experience in wealth/banking, with ability to analyse client portfolios.
• Strong client service and sales fulfilment skills.
• Ability to identify opportunities for banking new clients and grow existing portfolios.

Responsibilities

• Assist in proactively managing RMB Private Wealth client portfolios.
• Provide analysis, research and service fulfilment to support Private Advisors.
• Identify opportunities to grow the client base through effective stakeholder engagement.

Skills

Portfolio analysis

Client portfolio management

Stakeholder management

Sales

Job description

FirstRand Limited is seeking a Banking Advisor Wealth in Cape Town to support RMB Private Wealth Clients. You will work with a team of Private Advisors to deliver analysis, research, sales and service fulfilment, with a focus on growing portfolios by identifying opportunities and engaging stakeholders.

The role emphasizes proactive portfolio management and collaboration with Private Advisors to enhance client acquisition and retention within RMB Private Wealth.