Private Banking Advisor: Wealth Growth & Client Service

Wesbank; Ermelo; On-site; ZAR 551,000 - 660,000; Full time

Job summary

WesBank in Ermelo is seeking a Banking Advisor to support a private banking team in managing affluent clients. You will analyze financial needs, market services, and help grow the client portfolio with proactive service and stakeholder management.

The role requires a RE5 certificate with a finance or accounting degree and 2–3 years of sales/service experience in a financial environment. The closing date is 30/01/2027.

Qualifications

• RE5 certificate with a finance or accounting degree is required.
• 2–3 years of sales/service experience in financial environment.
• Not be an unrehabilitated insolvent.

Responsibilities

• Contribute to service excellence and build positive relationships.
• Market and understand all financial services solutions.
• Assist with profit growth and manage leads pipeline.
• Develop stakeholder relationships across the FRG.
• Provide timely planning, reporting and accurate information.

Skills

Sales experience

Customer service

Stakeholder management

Education

RE5 Certificate

Degree in Finance or Accounting

Job description

WesBank in Ermelo is seeking a Banking Advisor to support a private banking team in managing affluent clients. You will analyze financial needs, market services, and help grow the client portfolio with proactive service and stakeholder management.

The role requires a RE5 certificate with a finance or accounting degree and 2–3 years of sales/service experience in a financial environment. The closing date is 30/01/2027.