Private Wealth Advisor: Growth, Strategy & Client Solutions

Wesbank; Polokwane; On-site; ZAR 516,000 - 698,000; Full time

Job summary

Wesbank in Polokwane is seeking a Banking Wealth Advisor to assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers. You will provide analysis, research and sales and service fulfilment to identify opportunities for banking new clients and growing an existing client base.

You will contribute to cost containment, achieve financial targets and deliver high-quality advice through proactive and appropriate solutions while maintaining excellent stakeholder

Qualifications

• Experience in private wealth or banking advisory.
• Ability to analyze client needs and market trends.
• Proven ability to generate new leads and grow client base.

Responsibilities

• Assist in managing a portfolio of Private Wealth Clients with Private Bankers.
• Provide analysis, research and sales/service fulfilment to identify opportunities for new clients.
• Deliver sound financial services recommendations based on client needs and current information.
• Develop and manage stakeholder relationships to achieve objectives.
• Ensure compliance with statutory, policy and governance requirements.

Skills

Portfolio management

Sales & service

Stakeholder management

Financial services knowledge

Job description

Wesbank in Polokwane is seeking a Banking Wealth Advisor to assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers. You will provide analysis, research and sales and service fulfilment to identify opportunities for banking new clients and growing an existing client base.

You will contribute to cost containment, achieve financial targets and deliver high-quality advice through proactive and appropriate solutions while maintaining excellent stakeholder