Job Description
The Lending Advisor is responsible for managing end-to-end lending transactions for RMB Private Bank (RMBPB) Private Clients (PC) and Private Wealth (PW) clients.
This role involves originating lending deals for the bank, assessing clients' financial requirements and cash flow positions, and structuring tailored lending solutions.
The Lending Advisor will develop and maintain client relationships, and ensure high-quality advice on wealth creation, accumulation, and protection.
The role requires a strong understanding of credit, financial statements, and market trends to provide expert analysis and support in securing new clients and further entrenching existing ones.
Are you someone who can:
Conduct comprehensive financial needs analysis to understand client goals and Residential lending requirements.
Educate clients on residential lending products and structure appropriate solutions.
Manage the end-to-end lending process, including application, documentation, credit assessment, and fulfilment.
Manage a portfolio or leads while mining a base of opportunity.
Infuence and exploit exceptional earning potential.
You will be an ideal candidate if you:
NQF Level 7 or higher in Banking, Finance, or related field
Have 3 - 4 years in a lending, financial advisory, or direct sales role.
Experience in residential lending or credit structuring is advantageous.
End Date: April 3, 2026