Wealth Banking Advisor - Private Client Growth

RMB Nigeria Limited; Rustenburg; On-site; ZAR 510,000 - 689,000; Full time

Job summary

FNB Private Wealth in Rustenburg is seeking a Banking Advisor to assist in managing a portfolio of Private Wealth Clients. You will analyze client needs, provide recommendations, and support the sales pipeline to grow the client base. The role requires collaboration with Private Bankers to deliver high-quality service.

The position emphasizes strong stakeholder management, reporting, and compliance with governance requirements while delivering innovative financial solutions.

Qualifications

• Bachelor’s Degree in Finance, Economics or Accounting.
• RE5 qualification completed.

Responsibilities

• Provide sound services and recommendations based on client needs.
• Maintain efficient administration through planning and reporting.
• Support leads pipeline and client engagement.
• Assist with growth through acquisition of new clients and cross-sell.

Skills

Sales experience

Customer service

Portfolio management

Education

Bachelor’s Degree (Finance/Economics/Accounting)

RE5 qualification

Job description

FNB Private Wealth in Rustenburg is seeking a Banking Advisor to assist in managing a portfolio of Private Wealth Clients. You will analyze client needs, provide recommendations, and support the sales pipeline to grow the client base. The role requires collaboration with Private Bankers to deliver high-quality service.

The position emphasizes strong stakeholder management, reporting, and compliance with governance requirements while delivering innovative financial solutions.