Private Wealth Advisor: Growth & Client Loyalty

Wesbank; Durban; On-site; ZAR 300,000 - 540,000; Full time

Benefits offered by this job

Uncapped earning potential

Networking opportunities

Job summary

WesBank in Durban seeks a Private Advisor to provide exceptional experiences to private clients, focusing on wealth creation and protection strategies. You will apply Money Management principles to grow VSI, enhance client engagement, and entrench long-term relationships while managing leads to support profit growth.

Qualifications include an NQF level 7 FSCA approved degree, RE5 with COB experience (3–5 years in Sales/Service in financial services), and FAIS category approvals.

Qualifications

• Relevant NQF level 7 FSCA approved Degree.
• RE5 Regulatory Compliance Certificates with relevant COB (Class of Business) Experience - 3 to 5 years' experience within a Sales/Service area of a financial environment.
• Signed off on FAIS categories.
• You Will Have Access To Opportunities to network and collaborate.
• Earn basic guaranteed rewards with uncapped earning potential.
• Opportunities to innovate.

Responsibilities

• Provide exceptional experience to private clients focused on foundational wealth creation, accumulation and protection strategies.
• Enhance client engagement and loyalty using contextual Money Management principles.
• Increase VSI (Vertical Sales Index) and drive client retention and entrenchment.
• Assist with profit growth through effective management of the leads pipeline.
• Produce consistently high-quality outputs within agreed deadlines.

Education

NQF level 7 FSCA approved Degree

Job description

WesBank in Durban seeks a Private Advisor to provide exceptional experiences to private clients, focusing on wealth creation and protection strategies. You will apply Money Management principles to grow VSI, enhance client engagement, and entrench long-term relationships while managing leads to support profit growth.

Qualifications include an NQF level 7 FSCA approved degree, RE5 with COB experience (3–5 years in Sales/Service in financial services), and FAIS category approvals.