Private Banking Analyst Private Wealth

Wesbank; Pretoria; On-site; ZAR 597,000 - 619,000; Full time

Job summary

Wesbank is seeking a Private Banking Analyst to support a team of Private Bankers in Pretoria. You will assist in managing a portfolio of Private Wealth clients through analysis, research and proactive client engagement.

Responsibilities include identifying opportunities for new clients, growing the client base, and ensuring accurate reporting and governance alignment. This role requires a client-focused mindset and collaboration with FRG stakeholders.

Qualifications

• Experience in managing client portfolios or private wealth accounts.
• Strong analytical skills to assess client needs and market trends.
• Ability to generate leads and contribute to business growth.

Responsibilities

• Assist in proactively managing a portfolio of Private Wealth clients.
• Analyse client portfolios and market information to identify opportunities.
• Support sales and service fulfilment to grow existing and new clients.
• Maintain accurate reports and stakeholder communications.

Skills

Portfolio management

Financial analysis

Client engagement

Stakeholder management

Job description

## Private Banking Analyst Private WealthApply: Pretoria: Full time: Posted Today: End Date: September 23, 2026 (6 days left to apply): R53559# **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.