Private Wealth Advisor

RMB Private Bank offers leading wealth management advice and private banking solutions that span all stages of our client’s wealth journey. Our strong record of excellence, combined with a reputation for innovation and a genuine interest in the people we serve, inspires us to craft insightful solutions that evolve as our clients’ financial needs and aspirations change.

While most Private Banks compete on the same basis, it is RMB's people, our owner-manager culture, collaborative spirit, and values that distinguish us from the rest. As a respected talent brand, RMB Private Bank creates an environment where exceptional people can create their own opportunities, supported by sound banking principles and innovative thinking.

You will be an ideal candidate if you

Minimum Qualification - Relevant NQF level 7 FSCA approved Degree.

RE5 Regulatory Compliance Certificates with relevant COB (Class of Business) Meet all requirements on SUB-CATS.

Experience - 3 to 5 years’ experience within a Sales/Service area of a financial environment.

We can be a match if you are

Able to build sound relationships based on trust and openness.

Ensure growth and increase in customer base by ensuring the management of existing clients, generates new leads and grows active customer account base.

Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialization.

Are you interested to take the step? We look forward to engaging with you further. Apply now!

Thank you for your interest in joining our talent community. Please note that this advertisement is not for an active vacancy, and as such you will not receive a decline notice or status update immediately. We are currently gathering applications to build a talent pool for future opportunities. By submitting your application, you will be considered for similar roles that may become available. We appreciate your interest and look forward to potentially working with you in the future.

Deliver exceptional experience and education to RMB Private Bank clients on basic wealth creation, accumulation.

Increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles.

Understand and market all financial services solutions within the relevant business offering.

Assist with profit growth for the business through ensuring effective management of the leads pipeline.

Produce consistently high-quality outputs within agreed deadlines.