Wealth Banking Advisor: Grow Private Client Portfolios

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

Job summary

FirstRand Limited, through RMB Private Wealth in Cape Town, seeks a Banking Advisor to proactively manage a portfolio of clients with a Private Advisor team. You will provide analysis, research and service fulfilment to identify opportunities for new client acquisition and growth of existing relationships.

The role focuses on delivering high-quality financial advice, maintaining rigorous reporting, and achieving financial targets while complying with governance requirements and cost controls.

Qualifications

Responsibilities

• Provide sound services and recommendations based on customer and client needs, current information and trends.
• Provide efficient administration through careful planning, reporting and updating of information.
• Compile reports that track progress and guide business decisions.

Education

NQF7 Degree in Finance, Economics or Accounting

RE5 qualification

Job description

FirstRand Limited, through RMB Private Wealth in Cape Town, seeks a Banking Advisor to proactively manage a portfolio of clients with a Private Advisor team. You will provide analysis, research and service fulfilment to identify opportunities for new client acquisition and growth of existing relationships.

The role focuses on delivering high-quality financial advice, maintaining rigorous reporting, and achieving financial targets while complying with governance requirements and cost controls.