Private Wealth Advisor: Growth & Client Impact

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

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