Private Client Wealth Advisor

Wesbank; Cape Town; On-site; ZAR 464,000 - 556,000; Full time

Job summary

WesBank in Cape Town is seeking a Private Clients Advisor to proactively grow the balance sheet of a defined client portfolio and provide wealth creation education. The role focuses on increasing the vertical sales index and improving client retention using Money Management principles.

You will engage with clients digitally and in person, consult with SMEs on complex products, and deliver tailored banking solutions while expanding the customer base and ensuring governance compliance.

Qualifications

• 3 to 5 years’ experience within a Sales/Service area of a financial environment.

Responsibilities

• Proactively grow the balance sheet of an allocated customer, deliver exceptional experience and education to portfolio of clients on wealth creation.
• Increase VSI and drive client retention and entrenchment through Money Management principles.
• Conduct digital client reviews within the context of client engagements.
• Consult with SMEs on complex products to provide appropriate product advice.
• Expand our customer base with creditworthy and potentially profitable customers.
• Provide banking and financial solutions across an allocated portfolio of clients.
• Ensure growth by managing existing clients, generating new leads and growing active accounts.
• Comply with statutory, legislative, policy and governance requirements.

Education

Relevant NQF level 7 FSCA approved Degree

RE5 Regulatory Compliance Certificates with relevant COB (Class of Business)

Job description

WesBank in Cape Town is seeking a Private Clients Advisor to proactively grow the balance sheet of a defined client portfolio and provide wealth creation education. The role focuses on increasing the vertical sales index and improving client retention using Money Management principles.

You will engage with clients digitally and in person, consult with SMEs on complex products, and deliver tailored banking solutions while expanding the customer base and ensuring governance compliance.