Private Wealth Advisor: Growth & Client Impact

Wesbank; Cape Town; On-site; ZAR 650,000 - 900,000; Full time

Job summary

Wesbank, a RMB Private Clients advisor, seeks a capable individual to deliver holistic wealth management guidance to affluent clients in Cape Town. You will provide independent advice, identify fiduciary opportunities, and align products with client needs while ensuring regulatory compliance.

Ideal candidates hold an NQF7-level degree in Finance/Economics/Accounting, RE5, and CFP is preferred, with 3–5 years in wealth management or banking. Closing date 09/10/2026 for applications.

Qualifications

• Bachelor-level finance/economics/accounting education and professional qualifications.
• RE5 qualification is required, CFP is preferred.
• 3–5 years in banking/wealth management with client focus.

Responsibilities

• Identify revenue growth and upsell banking and financial solutions.
• Conduct client reviews and provide holistic financial advice.
• Build relationships across RMB/RFG to deliver service excellence.
• Ensure compliance with regulatory requirements and risk controls.
• Support wealth creation, accumulation and protection strategies.

Education

NQF7 Degree in Finance/Economics/Accounting

RE5 qualification

Certified Financial Planner (CFP)

Job description

Wesbank, a RMB Private Clients advisor, seeks a capable individual to deliver holistic wealth management guidance to affluent clients in Cape Town. You will provide independent advice, identify fiduciary opportunities, and align products with client needs while ensuring regulatory compliance.

Ideal candidates hold an NQF7-level degree in Finance/Economics/Accounting, RE5, and CFP is preferred, with 3–5 years in wealth management or banking. Closing date 09/10/2026 for applications.