Private Wealth Advisor

Wesbank; Pretoria; On-site; ZAR 508,000 - 688,000; Full time

Job summary

Wesbank in Pretoria is seeking a Private Wealth Advisor to deliver tailored wealth creation, accumulation and protection strategies for high net worth clients. You will identify fiduciary opportunities, advise on philanthropy, and provide comprehensive financial solutions across an allocated portfolio.

In this role, you will build cross-functional relationships, ensure compliance with regulatory requirements, conduct client reviews, and drive revenue growth while delivering service excellence

Responsibilities

• Deliver an exceptional experience for Private Wealth clients.
• Identify Local and Offshore fiduciary opportunities and advise on client philanthropy.
• 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.
• Identify and utilise opportunities for revenue growth to deliver on sales targets.
• 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.

Job description

## Private Wealth AdvisorApply: Pretoria: Full time: Posted Today: End Date: October 2, 2026 (6 days left to apply): R53575# **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.* 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.# # **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.**02/10/26All 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.