Wealth Banking Advisor - Portfolio Growth & Client Advisory

Fnbnamibia; Stellenbosch; Vor Ort; ZAR 350.000 - 650.000; Vollzeit

Zusammenfassung

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

You will drive effective stakeholder engagement, compile progress reports, and support achieving financial targets while adhering to compliance and governance requirements.

Qualifikationen

• Portfolio management experience within private wealth banking or similar.
• Strong client engagement and relationship-building skills.
• Ability to analyze client portfolios and market trends to support sales goals.

Aufgaben

• Provide sound services and recommendations based on customer needs and trends.
• Compile reports that track progress and guide business decisions.
• Manage the leads pipeline and support sales through client portfolio analysis.
• Identify opportunities to expand the customer base with creditworthy clients.
• Deliver high-quality advisory services that exceed client expectations and maintain governance.

Kenntnisse

Portfolio management

Client engagement

Sales focus

Reporting & analysis

Ausbildung

NQF7 Degree in Finance/Economics/Accounting

RE5 qualification

Jobbeschreibung

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

You will drive effective stakeholder engagement, compile progress reports, and support achieving financial targets while adhering to compliance and governance requirements.