Wealth Banking Advisor: Portfolio Growth & Strategy

firstrand; Cape Town; On-site; ZAR 360,000 - 480,000; Full time

Job summary

RMB Private Wealth is seeking a dedicated professional to assist in proactively managing 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 new banking clients and growing existing portfolios.

You will contribute to stakeholder management, reporting, and proactive client engagement, helping to expand the client base and support revenue growth within the private banking segment.

Qualifications

• Relevant NQF7 Level Degree in Finance, Economics or Accounting.
• Completed RE5 qualification
• Have 2 - 3 years’ experience within a Sales/Service area of a banking / financial environment.

Responsibilities

• Provide sound services and recommendations based on customer needs, current information, and trends.
• Provide an efficient administration service through careful and timeous planning, reporting, and updating of all relevant information.
• Compile reports that track progress and guide business to make informed decisions.
• Ensure effective management of the leads pipeline.
• Support sales through analysis of client portfolio and pro-active client engagement.
• Assist with profit growth for the business through sales and acquisition of new clients.
• Achieve expected financial targets and uphold associated service levels.
• Identify opportunities to expand our customer base with creditworthy and potentially profitable customers.
• Develop and manage key stakeholder relationships that enable achievement of operational objectives.
• Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialisation.

Skills

Client engagement

Lead follow-up

Relationship building

Education

NQF7 Degree in Finance/Economics/Accounting

RE5 qualification

Job description

RMB Private Wealth is seeking a dedicated professional to assist in proactively managing 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 new banking clients and growing existing portfolios.

You will contribute to stakeholder management, reporting, and proactive client engagement, helping to expand the client base and support revenue growth within the private banking segment.