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RMB is seeking a Private Advisor for its Private Banking and Advisory Team, focusing on delivering exceptional wealth management services to affluent clients. The ideal candidate will have a relevant degree, CFP certification, and 3-5 years of experience in banking or wealth management.
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Job Summary
The role focuses on delivering exceptional wealth creation, accumulation, and protection education to Private Wealth clients.
Candidates must achieve revenue targets by growing the portfolio base and providing independent holistic financial solutions.
The position requires adherence to legislative compliance while nurturing collaborative relationships within the First Rand Group.
Matching Summary
Match Score: 75
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RMB is seeking a Private Advisor for its Private Banking and Advisory Team, focusing on delivering exceptional wealth management services to affluent clients. The ideal candidate will have a relevant degree, CFP certification, and 3-5 years of experience in banking or wealth management.
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Skills & Requirements
Must-have
3 to 5 years banking experience
RE5 qualification completion
NQF7 Level Degree in Finance
Long-Term Insurance subcategory B1 sign-off
Participatory Interests CIS knowledge
Holistic financial advice delivery
Nice-to-have
Certified Financial Planner (CFP) preferred
Offshore fiduciary opportunity identification
Client philanthropy advisory skills
Global financial markets knowledge
Collaborative relationship building
Process improvement initiative
Key Requirements
NQF7 Level Degree in Finance, Economics or Accounting
Completed RE5 qualification
Sign-off on Long-Term Insurance subcategories B1, C, and B1-A
Sign-off on Retail Pension Benefits and Participatory Interests
3 to 5 years experience in Banking or Wealth Management