Wealth Strategy & Client Growth Advisor

RMB; Pretoria; On-site; ZAR 540,000 - 900,000; Full time

Job summary

RMB Private Wealth in Pretoria seeks an experienced advisor to deliver holistic wealth management for high-net-worth clients, applying foundational strategies for wealth creation, accumulation, and protection. You will identify local and offshore fiduciary opportunities to enhance client outcomes and deepen engagement.

The role emphasizes cross-team collaboration, revenue growth, and regulatory compliance while delivering exceptional customer service and bespoke financial solutions across an

Responsibilities

• Deliver wealth management advice focusing on wealth creation, accumulation, and protection.
• Identify local and offshore fiduciary opportunities and advise on client philanthropy.
• Build working relationships across teams to enhance work delivery, collaboration and innovation.
• Identify and utilise opportunities for revenue growth to deliver on sales targets.
• Provide appropriate banking and financial solutions across an allocated portfolio of clients.
• Ensure compliance to legislative and audit requirements and adherence to relevant processes.
• Conduct client reviews within the context of client engagements and market all financial services solutions within the relevant business offering.

Job description

RMB Private Wealth in Pretoria seeks an experienced advisor to deliver holistic wealth management for high-net-worth clients, applying foundational strategies for wealth creation, accumulation, and protection. You will identify local and offshore fiduciary opportunities to enhance client outcomes and deepen engagement.

The role emphasizes cross-team collaboration, revenue growth, and regulatory compliance while delivering exceptional customer service and bespoke financial solutions across an