Private Client Advisor

To provide an exceptional experience to private clients focused on foundational wealth creation, accumulation, and protection strategies. Enhance client engagement and loyalty by applying contextual Money Management principles, driving growth in the Vertical Sales Index (VSI), and fostering long-term client retention and entrenchment.

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.

As a Private Wealth Advisor in our High Net Worth/Ultra-High Net Worth team, you will be in a team working closely with our clients and their families, tailoring financial solutions to suit their unique needs while supporting legacy building across generations. RMB Private Bank is seeking experienced Private Wealth Advisors, to form part of our team and provide expert holistic legacy and wealth management advice to our high-net-worth clients.

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)

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

Signed off on FAIS categories

We Can Be a Match If You Are

Able to build sound relationships based on trust and openness.

Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.

Curious & courageous - you're driven by always wanting to know more and learn more and you're brave enough to

Obsessed with mastery - you know what it takes to become good at what you do and are constantly pushing yourself to do it.

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.

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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 Private 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.