Wealth Banking Advisor: Growth & Client Strategy

FNB South Africa; Bellville; On-site; ZAR 420,000 - 540,000; Full time

Job summary

RMB Private Wealth is seeking a dedicated professional to assist in proactively managing a portfolio of clients alongside Private Advisors. You will perform analysis, research and sales support to identify opportunities for banking new clients and growing existing portfolios through effective stakeholder management.

The role focuses on providing sound, timely advice and reports to guide decisions while expanding our client base and maintaining strong client relationships within RMB Private

Qualifications

• Provide sound services and recommendations based on customer needs, current information and trends.
• Compile reports that track progress and guide business decisions.
• Identify opportunities to expand our customer base with creditworthy customers.
• Ensure growth and increase in customer base by managing existing clients and generating new leads.

Responsibilities

• Provide efficient administration through careful and timely planning, reporting, and updating of all relevant information.
• Manage the leads pipeline and support sales through analysis of client portfolio and proactive engagement.
• Assist with profit growth for the business through sales and acquisition of new clients.
• Deliver high-quality advisory services that meet customers' expectations.

Skills

Stakeholder management

Sales skills

Analytical thinking

Customer service

Education

NQF7 Level Degree in Finance, Economics or Accounting

RE5 qualification

Job description

RMB Private Wealth is seeking a dedicated professional to assist in proactively managing a portfolio of clients alongside Private Advisors. You will perform analysis, research and sales support to identify opportunities for banking new clients and growing existing portfolios through effective stakeholder management.

The role focuses on providing sound, timely advice and reports to guide decisions while expanding our client base and maintaining strong client relationships within RMB Private