Private Banking Advisor Private Wealth

Wesbank; Mbombela; On-site; ZAR 300 000 - 500 000; Full time

Job summary

A leading financial institution is seeking a Private Banking Advisor to manage a portfolio of Private Wealth Clients. The ideal candidate will have a RE5 Certificate and a degree in Finance or Accounting, along with 2 to 3 years of sales experience in a financial environment. The role focuses on customer service excellence and developing stakeholder relationships. This position is based in Mbombela (Nelspruit), South Africa. Closing date for applications is October 31, 2025.

Benefits

Opportunities to network and collaborate

Challenging working opportunities to innovate

Qualifications

• Minimum qualification of a RE5 Certificate with a Degree in Finance or Accounting.
• 2 to 3 years' experience within a Sales/Service area of a financial environment.
• Not unrehabilitated insolvent.

Responsibilities

• Contribute to a culture of service excellence.
• Understand and market all financial services solutions.
• Assist with profit growth for the business.
• Develop and manage key stakeholder relationships.
• Ensure growth by managing existing clients and generating new leads.

Skills

Sales experience

Stakeholder management

Customer service excellence

Education

RE5 Certificate with a Degree (NQF Level 7) in Finance or Accounting

Job description

Private Banking Advisor – Private Wealth

Location: Nelspruit | Posted Today | End Date: Oct 31 | Job Requisition ID: R | (29 days left to apply)

Job Description

To assist in proactively managing a portfolio of Private Wealth Clients with the team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management.

We design shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.

As part of our Private Banking & Advisory Team, you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Now's the time to imagine your potential in a team where experts come together and ignite effective change.

Responsibilities

• Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.
• Understand and market all financial services solutions within the relevant business offering.
• Assist with profit growth for the business.
• Ensure effective management of the leads pipeline.
• Develop, encourage and nurture collaborative relationships across the FRG.
• Continuously assess own performance, seek timely and clear feedback and request training where appropriate.
• Contribute to innovation by finding faster and more accurate ways of working.
• Provide an efficient administration service through careful and timeous planning, reporting and updating of all relevant information.
• Develop and manage key stakeholder relationships that enable achievement of operational objectives.
• Deliver exceptional and high‑quality service that exceeds customers' expectations through proactive, innovative and appropriate solutions.
• Act responsibly with work related resources to contribute to cost containment.
• Ensure growth and increase in customer base by managing existing clients, generating new leads and growing active customer accounts.
• Comply with relevant statutory, legislative, policy and governance requirements and set processes and procedures related to area of specialisation.
• Provide sound services and recommendations based on customer and client needs, current information and trends.
• Achieve expected financial targets and uphold associated service levels.

Ideal Candidate

You Will Be an Ideal Candidate If You:

• Hold a minimum qualification of a RE5 Certificate with a Degree (NQF Level 7) in Finance or Accounting.
• Have 2 to 3 years' experience within a Sales / Service area of a financial environment.
• Are not unrehabilitated insolvent.

What You Will Have Access To

• Opportunities to network and collaborate.
• Challenging working opportunities to innovate.

We Can Be a Match If You Are

Curious & courageous – you are driven by always wanting to know more and learn more and you are brave enough to be obsessed with mastery – you know what it takes to become good at what you do and are constantly pushing yourself to do it.

Job Details

Take note that applications will not be accepted on the following date and onwards; kindly submit applications ahead of the closing date indicated below.

Closing date: 31/10/25

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. Candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless required by law to disclose to other parties.

Introduce yourself to our recruiters and we will get in touch if there's a role that seems like a good match. Should you have any queries, please log it via [link].

Apply now!