Private Banking Analyst Private Wealth

Wesbank; Durban; On-site; ZAR 578,000 - 670,000; Full time

Job summary

Wesbank in Durban is seeking a Private Banking Analyst to support a portfolio of Private Wealth clients. You will deliver analysis, research and service fulfilment with the aim of identifying opportunities to grow the client base and deepen relationships.

Join a team-focused environment committed to proactive, compliant advisory and innovative solutions, with emphasis on stakeholder management and efficient administration.

Qualifications

• Assist in proactively managing a portfolio with a team of Private Bankers through analysis, research and service fulfilment.
• Identify opportunities to grow our customer base and expand lending and banking solutions.
• Provide sound services and recommendations based on customer needs and current information.
• Ensure compliance with governance requirements and maintain accurate records and reporting.

Responsibilities

• Deliver high‑quality advice and proactive client engagement to exceed expectations.
• Develop and manage stakeholder relationships to achieve operational objectives.
• Assist with leads pipeline, reports, and administration for efficient service delivery.

Job description

## Private Banking Analyst Private WealthApply: Durban: Full time: Posted Today: End Date: September 19, 2026 (9 days left to apply): R51778# **Job Description**To assist in proactively managing a portfolio of Private Wealth Clients with a 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.* Act responsibly with work related resources in order to contribute to cost containment.* Achieve expected financial targets and uphold associated service levels.* Deliver exceptional and high-quality advice that exceeds customers’ expectations through proactive, innovative and appropriate solutions.* Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.* Provide sound services and recommendations based on customer and client needs, current information and trends.* Develop and manage key stakeholder relationships that enable achievement of operational objectives.* Ensure growth and increase in customer base by managing existing clients, generating new leads and growing active customer account base.* Identify opportunities to expand our customer base with creditworthy and potentially profitable customers.* Provide an efficient administration service through careful and timeous planning, reporting and updating of all relevant information.* Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialisation.* Compile reports that track progress and guide business to make informed decisions.* Ensure effective management of the leads pipeline.* Support sales through analysis of client portfolio and pro-active client engagement.* Contribute to innovation by finding faster and more accurate ways of working.* Assist with profit growth for the business through sales and acquisition of new clients.* Understand and market all financial services solutions within the relevant business offering.* Continuously assess own performance, seek timely and clear feedback and request training where appropriate.* Develop, encourage and nurture collaborative relationships across the FRG.