Private Clients Advisor

RMB

Not specified
Achieve revenue and profit targets
Provide independent holistic advice
Ensure compliance with legislative requirements
RMB is seeking a Private Clients Advisor to enhance client relationships and drive revenue growth through exceptional service delivery in wealth management. The ideal candidate should have relevant qualifications and experience in banking, wealth management, and financial planning

Job Summary

  • You will deliver exceptional experience and education to Private Wealth clients.
  • The role focuses on increasing vertical sales index and driving client retention.
  • You will work in an adaptable environment with diverse minds.

Matching Summary

Match Score: 85

RMB is seeking a Private Clients Advisor to enhance client relationships and drive revenue growth through exceptional service delivery in wealth management. The ideal candidate should have relevant qualifications and experience in banking, wealth management, and financial planning.

Skills & Requirements

Must-have

  • Achieve revenue and profit targets
  • Provide independent holistic advice
  • Ensure compliance with legislative requirements

Nice-to-have

  • Build collaborative relationships
  • Deliver customer experience excellence
  • Participate in planned development activities

Key Requirements

  • Relevant NQF7 Level Degree in Finance
  • 3 to 5 years’ experience in Banking
  • Completed RE5 qualification

Work Rights

Not specified

Tailored Resume

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