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GET IN TOUCH
As an RMB Private Bank client, you can use a channel that best suits your needs in order to apply for this innovative and customised solution:
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Call your Private Advisor directly
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Contact the Service Suite on 087 575 9411, available 24 hours a day 7 days a week
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Visit
www.rmbprivatebank.com
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Download the RMB Private Bank app
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Specialised solutions
We define Wealth and Legacy Management as a journey to creating your life-long legacy. It is about making your legacy a reality and enjoying the present while you create the building blocks of your future.
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YOUR PRIVATE ADVISOR
At the heart of our engagement model is your Private Advisor together with a team of advisors & specialists who, through intrinsic insight into the unique challenges that you and your family face, construct specialised solutions and advice for you.
Your Private Advisor is there to analyse your balance sheet and give you access to new financial management solutions, advice and expertise from across RMB Private Bank as well as the broader FirstRand Group.
Your Private Advisor will act as a single dedicated point of contact for all your transactional banking, lending and investment needs.
As an experienced and qualified specialist, your Private Advisor will work with you to understand your balance sheet and assess your transactional banking and lending needs. Your Private Advisor will also work with a team of experts to guide you on your wealth, portfolio management, stockbroking and fiduciary requirements.
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EFFECTIVE SERVICE DELIVERY
We understand that nothing is more valuable to you than your time and we are constantly exploring ways to ensure efficient and effective service delivery. This includes the ongoing enhancement of our innovative digital self-service channels such as online banking, cellphone banking and the RMB Private Bank App. Our streamlined RMB Private Bank Service Suite provides you with a single point of contact for all your day-to-day servicing requirements and can be contacted on 087 575 9411.
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TRANSACTION BANKING & REWARDS
Innovative banking features
At RMB Private Bank, we offer a full-spectrum of innovative banking features that best meets your and your family's needs, when you need it most. With us you can perform your day-to-day banking through our market-leading online banking facilities or by contacting our Service Suite. When banking with us, you have access to exclusive rewards and benefits:
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Single fee for both our RMB Private Bank Current and Credit Card
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Our 24/7 Service Suite can address your personal banking needs
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Earn eBucks at the highest rate in the programme when swiping your card
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A zero-fee Global Account allows you to invest in foreign currencies onshore
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A free online FNB Securities Stockbroking Account allows you to trade on the online platform
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Have unlimited access to our SLOW Lounges, depending on your reward level
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Access 600 international lounges through our eBucks Lifestyle Desk
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Free AA Emergency Roadside Assistance
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Seamless on-boarding and account activation using our Apex App
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SPECIALISED & STRUCTURED LENDING
We are an expert lending adviser and can evaluate your entire balance sheet
Lending is an integral part of the wealth creation process. We are an expert lending adviser and can evaluate your entire balance sheet to determine your unique lending requirements. Our focus includes:
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Securities Based Lending: Allowing you to borrow against the wealth of your stock portfolio while it continues to move with the markets and grow.
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Preference Share Funding: Allowing you to acquire listed shares at preferential non-compounding rates in order to diversify or gear up your investment portfolio
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Commercial Property Finance: Our expert team of property specialists will help you structure a financing solution that best meets your needs, while taking into account the property's value and serviceability of the loan.
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Home Loans: We provide funding to purchase your dream home while also maximising the return on your investment.
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WEALTH & INVESTMENT MANAGEMENT
Our expert Wealth Managers review your balance sheet & determine your unique profile
With us you can plan your wealth legacy. Our expert Wealth Managers holistically review your balance sheet and determine your unique investment profile. These factors are taken into account when determining how to optimally structure your wealth plan.
Portfolio Management
We help you create a direct equity portfolio that is personalised to your investment profile. Based on your wealth strategy and how much of an active role you would like to play, we are able to structure your portfolio accordingly.
Stockbroking
Our stockbroking options allow you to choose an investment approach, and level of engagement, that you are most comfortable with.
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ESTATE PLANNING
Access to multigenerational estate planning
Our fiduciary and financial planning offering gives you access to multigenerational estate planning in line with your changing family needs. Our services include
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Legacy/Generational Planning
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Strategic, personalised advice
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Holistic estate and financial planning
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Trust advice, administration and trusteeship
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Professional, independent trustees
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Cross-jurisdictional and multidomicile estate planning
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Will drafting and execution
Our Service Approach info graphic
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