Wealth Strategy Advisor for Private Clients

RMB Nigeria Limited; Pretoria; On-site; ZAR 502,000 - 692,000; Full time

Job summary

RMB Nigeria Limited in Pretoria seeks a Private Wealth Advisor to deliver exceptional client experiences by applying foundational wealth strategies for creation, accumulation and protection. You will identify fiduciary opportunities and philanthropy potential while building cross‑team collaboration and driving VSI growth.

Ideal candidates will develop and maintain client reviews, provide holistic financial solutions across portfolios, and ensure compliance with relevant processes to meet revenue

Qualifications

• Experience in private wealth/advisory services.
• Ability to provide holistic financial solutions.
• Strong interpersonal and compliance awareness.

Responsibilities

• Deliver financial solutions across client portfolios.
• Identify fiduciary opportunities and advise on philanthropy.
• Build relationships across teams to improve delivery.
• Achieve revenue and profit targets.

Skills

Wealth management

Client engagement

Sales targets

Compliance

Job description

RMB Nigeria Limited in Pretoria seeks a Private Wealth Advisor to deliver exceptional client experiences by applying foundational wealth strategies for creation, accumulation and protection. You will identify fiduciary opportunities and philanthropy potential while building cross‑team collaboration and driving VSI growth.

Ideal candidates will develop and maintain client reviews, provide holistic financial solutions across portfolios, and ensure compliance with relevant processes to meet revenue