Affluent Banking Advisor: Grow Client Portfolios

Wesbank; Cape Town; On-site; ZAR 509,000 - 689,000; Full time

Job summary

WesBank in Cape Town seeks a Banking Advisor for Affluent clients to support proactive portfolio management alongside Private Bankers. You will analyze client portfolios, identify onboarding opportunities, and expand existing relationships with a focus on sales and service excellence.

The ideal candidate will have a relevant NQF7 degree, RE5, and 2–3 years of experience in a banking sales/service role, with a strong emphasis on administration and reporting.

Qualifications

• NQF7 degree in Finance, Economics or Accounting.
• RE5 qualification completed.
• 2–3 years’ experience in a banking sales/service environment.

Responsibilities

• Provide sound services and recommendations based on customer needs and trends.
• Maintain efficient administration through careful planning, reporting and data updating.
• Compile reports that track progress to guide business decisions.
• Manage the leads pipeline and support sales through client engagement.
• Contribute to profit growth through new client acquisition and growth of existing accounts.

Skills

Client portfolio analysis

Lead management

Sales support

Research

Reporting

Stakeholder management

Education

NQF7 degree in Finance/Economics/Accounting

RE5 qualification

Job description

WesBank in Cape Town seeks a Banking Advisor for Affluent clients to support proactive portfolio management alongside Private Bankers. You will analyze client portfolios, identify onboarding opportunities, and expand existing relationships with a focus on sales and service excellence.

The ideal candidate will have a relevant NQF7 degree, RE5, and 2–3 years of experience in a banking sales/service role, with a strong emphasis on administration and reporting.