Private Wealth Advisor

Wesbank; Polokwane; Vor Ort; ZAR 300.000 - 520.000; Vollzeit

Zusammenfassung

WesBank in Polokwane seeks a Private Wealth Advisor to deliver wealth creation, accumulation, and protection strategies for a dedicated client base. The role focuses on leveraging Money Management principles to deepen client engagement, drive VSI growth, and strengthen long-term retention and entrenchment within the FirstRand family.

Applicants will identify local and offshore fiduciary opportunities, provide holistic financial solutions, and ensure compliance with statutory requirements while

Aufgaben

• Provide banking and financial solutions across an allocated portfolio.
• Conduct client reviews and promote financial services offerings.
• Identify revenue growth opportunities and meet sales targets.
• Ensure compliance with legislative and audit requirements.
• Deliver service excellence aligned to company values.

Jobbeschreibung

Private Wealth Advisor page is loaded## Private Wealth Advisorlocations: Polokwanetime type: Full timeposted on: Posted Todaytime left to apply: End Date: December 30, 2026 (30+ days left to apply)job requisition id: R54178# **Job Description**To deliver an exceptional experience for Private Wealth clients, focusing on foundational strategies for wealth creation, accumulation, and protection. This job applies relevant Money Management principles to deepen client engagement, drive Vertical Sales Index (VSI) growth, and strengthen long-term client retention and entrenchment. ( Limpopo)* Identify Local and Offshore fiduciary opportunities and advise on client philanthropy.* Participate in planned activities that are appropriate for own development.* Build working relationships across teams and functional lines to enhance work delivery, collaboration and innovation.* Identify and utilise opportunities for revenue growth to deliver on sales targets.* Provide appropriate banking and financial solutions across an allocated portfolio of clients.* Develop, encourage and nurture collaborative relationships across the FRG.* Ensure compliance to legislative and audit requirements and adherence to relevant processes.* Conduct client reviews within the context of client engagements and market all financial services solutions within the relevant business offering.* Deliver customer experience excellence in own service delivery aligned to Organisational values and service standards.* Deliver internal and external customer service excellence through adherence to quality service standards.* Prevent wastage and identify process improvements to contain and reduce costs.* Achieve revenue and profit targets by growing portfolio base, providing independent holistic advice and solutions that ensure revenue and profit growth.#Post#FNB#LI-CR1## **Important Closing Date Note**#**Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.**30/12/26All appointments will be made in line with FirstRand Group's Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information 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.