Bellville, Western Cape, South Africa · On-site
Job Description To assist in proactively managing a portfolio of RMB Private Wealth Clients with a team of Private Advisors through provision of analysis, research and sales and service fulfilment with the intent of iden…
Skills: Portfolio Management, Financial Analysis, Sales, Stakeholder Management, Client Relationship Management
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Manage a portfolio of Private Wealth clients by providing analysis, research, and service fulfillment to identify growth opportunities. Support business profit growth through the acquisition of new creditworthy clients and the maintenance of high service levels.
Requires an NQF7 level degree in Finance, Economics, or Accounting and a completed RE5 qualification. Candidates must have 2-3 years of experience in a sales or service role within a banking or financial environment.
RMB is a leading African Corporate and Investment Bank (CIB). We partner our clients to deliver advisory,
lending, trading, securities, corporate banking, private equity and investment solutions. We represent the CIB activities of FirstRand Limited – one of the largest financial services groups in Africa.
Additional Requirements
In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check.
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All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.
FirstRand Bank India is a licensed financial services provider in India and a fully-fledged branch of FirstRand Bank Limited South Africa. The bank opened its doors for trade in 2009 after being granted a full-scale commercial banking license. Based in Mumbai, FirstRand Bank India is a member of the Indian banking fraternity - offering banking services to its clients active in the Indo-African corridor and within India across corporate banking, investment banking, fixed income, currency and commodity products, and structured products.
Offices: 101, 103A and First floor 103B First International Financial Centre C-54 and C-55, G Block, Near CBI office Bandra-Kurla complex, Bandra (east), Mumbai, 400051, IN
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