Banking Advisor Wealth

About this role

RMB, the corporate and investment bank of FirstRand, is hiring a Banking Advisor Wealth in Stellenbosch. You will work as part of a team of Private Advisors, looking after a portfolio of private wealth clients and finding new business opportunities.

What you’ll do

• Give clients sound advice and recommendations based on their needs and current market trends.
• Analyse client portfolios and reach out to clients proactively to support sales.
• Manage your leads pipeline and work to new client acquisition and growth targets.
• Prepare reports that track progress and help the business make informed decisions.
• Keep client records accurate and up to date, and plan your administration carefully.
• Build and manage key stakeholder relationships, both within RMB and across the FirstRand Group.
• Make sure your work follows statutory, legislative, governance and internal process requirements.

What you need

• A relevant NQF 7 degree in Finance, Economics or Accounting.
• RE5 qualification.
• 2 to 3 years’ experience in a sales or service role within a banking or financial environment.
• A credit record check is required, in line with the National Credit Act (NCA).

Is this job for you?

This role suits someone with a finance-related degree and some banking sales or service experience. You should enjoy building client relationships, spotting new opportunities and keeping good records.

Tips before you apply

• Have your degree certificate, RE5 proof and any previous employer references ready before you apply.
• On your CV, show clearly how your 2 to 3 years of sales or service work in banking or finance matches the role.
• Use examples with numbers, such as client portfolio size or targets you met, to show your results.