Wealth Banking Advisor - Growth & Client Solutions

FirstRand Bank India; Cape Town; On-site; ZAR 350,000 - 500,000; Full time

Job summary

RMB Private Wealth seeks to proactively manage a portfolio of RMB Private Wealth Clients with a team of Private Advisors, providing analysis, research and sales and service fulfilment to identify new opportunities and grow the client portfolio.

The role requires a Finance/Economics/Accounting background, RE5 qualification, and 2–3 years in sales/service within banking. Credit checks will be conducted under NCA guidelines.

Qualifications

• NQF7 level degree in Finance, Economics or Accounting.
• RE5 qualification.
• 2-3 years’ experience in Sales/Service within banking/financial environment.

Responsibilities

• Provide sound services and recommendations based on customer needs and trends.
• Maintain efficient administration via planning, reporting and updating information.
• Compile reports to track progress and guide business decisions.
• Manage leads pipeline effectively.
• Support sales through analysis of client portfolios and engagement.
• Contribute to profit growth through new client acquisition.
• Achieve financial targets and uphold service levels.
• Identify opportunities to expand the customer base.

Education

NQF7 Level Degree in Finance, Economics or Accounting

RE5 qualification

Job description

RMB Private Wealth seeks to proactively manage a portfolio of RMB Private Wealth Clients with a team of Private Advisors, providing analysis, research and sales and service fulfilment to identify new opportunities and grow the client portfolio.

The role requires a Finance/Economics/Accounting background, RE5 qualification, and 2–3 years in sales/service within banking. Credit checks will be conducted under NCA guidelines.