Wealth Banking Advisor: Grow Private Client Portfolios

RMB Nigeria Limited

Cape Town

On-site

ZAR 360,000 - 520,000

Full time

5 days ago

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Job summary

RMB Nigeria Limited is seeking a Banking Advisor Wealth to assist in proactively managing a portfolio of RMB Private Wealth Clients. You will work with Private Advisors to analyze, research and service clients, identify opportunities for new banking clients, and grow existing relationships through effective stakeholder management.

The role requires a relevant degree (NQF7) in Finance/Economics/Accounting, completion of RE5, and 2–3 years in a banking sales/service environment.

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 an efficient administration service through careful and timeous planning, reporting, and updating of all relevant information.
Compile reports that track progress and guide business to make informed 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.
Achieve expected financial targets and uphold associated service levels.
Identify opportunities to expand our customer base with creditworthy and potentially profitable customers.
Ensure growth and increase in customer base by managing existing clients, generating new leads and growing active customer account base.