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Private Clients Advisor at firstrand

Location
Cape Town, Western Cape
Type
Full-time
Level
mid
Posted

Description

RMB is hiring a Wealth Manager to advise affluent clients on wealth creation, accumulation, protection, and holistic financial solutions, while growing the portfolio base, meeting revenue and profit targets, and improving client retention. The role requires an NQF7 degree in Finance, Economics, or Accounting, RE5 qualification, 3–5 years of relevant banking or wealth-management experience, knowledge of money management and financial markets, and sign-off on specified insurance, pension, and deposit sub-categories. Applications were closed on 09/10/26.

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