Private Wealth Advisor – Holistic Financial Solutions

Wesbank; George; On-site; ZAR 360,000 - 600,000; Full time

Job summary

WesBank in George, South Africa, invites applications for a Private Clients Advisor within the Private Banking and Advisory Team. You will deliver holistic wealth creation, accumulation and protection strategies to a portfolio of clients.

The role emphasizes compliant, high-trust client engagement, revenue growth targets, and close collaboration with cross-functional teams to tailor financial solutions. A RE5 and an NQF7 degree are preferred, with CFP advantageous.

Qualifications

• Relevant NQF7 Level Degree in Finance, Economics or Accounting.
• RE5 qualification is required.
• Preferred: CFP certification.

Responsibilities

• Achieve revenue and profit targets by growing portfolio base and providing holistic advice.
• Identify opportunities for revenue growth and deliver on sales targets.
• Provide banking and financial solutions across an allocated client portfolio.

Skills

Wealth management knowledge

Portfolio management

Client relationship management

Project management

Regulatory compliance knowledge

Education

NQF7 Level Degree in Finance/Economics/Accounting

RE5 qualification

Certified Financial Planner (CFP)

Job description

WesBank in George, South Africa, invites applications for a Private Clients Advisor within the Private Banking and Advisory Team. You will deliver holistic wealth creation, accumulation and protection strategies to a portfolio of clients.

The role emphasizes compliant, high-trust client engagement, revenue growth targets, and close collaboration with cross-functional teams to tailor financial solutions. A RE5 and an NQF7 degree are preferred, with CFP advantageous.