Wealth Banking Advisor: Grow Your Private Client Portfolio

RMB Nigeria Limited; Stellenbosch; On-site; ZAR 420,000 - 600,000; Full time

Job summary

RMB Nigeria Limited in Stellenbosch is looking for a Banking Advisor Wealth to proactively manage a portfolio of RMB Private Wealth clients with a team of Private Advisors, providing analysis, research and sales fulfilment to identify opportunities for banking new clients and growing existing relationships.

You will develop stakeholder relationships, compile reports and manage the leads pipeline, while supporting sales growth and meeting financial targets.

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.
• Compile reports that track progress and guide business decisions; manage leads pipeline.
• Assist with profit growth for the business through sales and acquisition of new clients; achieve financial targets.

Skills

Sales experience

Client relationship management

Financial services knowledge

Communication skills

Education

NQF7 Finance/Economics/Accounting degree

RE5 qualification

Job description

RMB Nigeria Limited in Stellenbosch is looking for a Banking Advisor Wealth to proactively manage a portfolio of RMB Private Wealth clients with a team of Private Advisors, providing analysis, research and sales fulfilment to identify opportunities for banking new clients and growing existing relationships.

You will develop stakeholder relationships, compile reports and manage the leads pipeline, while supporting sales growth and meeting financial targets.