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Private Advisor Affluent

Company

Rmbwestport

Location

johannesburg, South-Africa

Type

Full-time

## Private Advisor AffluentApplylocations: Johannesburgtime type: Full timeposted on: Posted Todaytime left to apply: End Date: June 20, 2026 (8 days left to apply)job requisition id: R50435# **Job Description**To provide an exceptional experience to private clients focused on foundational wealth creation, accumulation, and protection strategies. Enhance client engagement and loyalty by applying contextual Money Management principles, driving growth in the Vertical Sales Index (VSI), and fostering long-term client retention and entrenchment.* Contribute to the development of larger overall area budget* Develop the budget for the next financial year for area of responsibility taking all operational plans into consideration* Research and design a longer term financial resource requirement plan for the area of responsibility* Present the business case to motivate for financial resources* Analyse and develop implementation plans against the forecasted financial budget* Develop ta...

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