Wealth Banking Advisor | Grow Private Client Portfolio

FirstRand Limited; Stellenbosch; On-site; ZAR 360,000 - 600,000; Full time

Job summary

FirstRand Limited's RMB Private Wealth division in Stellenbosch is seeking a proactive client-facing professional to assist in managing a portfolio of RMB Private Wealth Clients alongside a team of Private Advisors. You will provide analysis, research and sales and service fulfilment to identify opportunities for banking new clients and to grow the portfolio through effective stakeholder engagement.

Ideal candidates will have a relevant NQF7 level degree in Finance, Economics or Accounting, and

Qualifications

• Bachelor's degree in Finance, Economics or Accounting.
• RE5 qualification completed.
• 2–3 years in a banking or financial sales/service role.

Responsibilities

• Manage RMB Private Wealth client portfolio with Private Advisors.
• Provide analysis, research and service fulfilment to identify opportunities.
• Proactively engage clients to grow existing accounts and acquire new clients.
• Ensure timely reporting and stakeholder management.
• Meet financial targets and service levels.

Skills

Sales experience

Stakeholder management

Education

Bachelor's degree in Finance, Economics or Accounting

RE5 qualification

Job description

FirstRand Limited's RMB Private Wealth division in Stellenbosch is seeking a proactive client-facing professional to assist in managing a portfolio of RMB Private Wealth Clients alongside a team of Private Advisors. You will provide analysis, research and sales and service fulfilment to identify opportunities for banking new clients and to grow the portfolio through effective stakeholder engagement.

Ideal candidates will have a relevant NQF7 level degree in Finance, Economics or Accounting, and