Private Wealth Analyst - Portfolio Growth & Advisory

Wesbank; Pretoria; On-site; ZAR 597,000 - 619,000; Full time

Job summary

Wesbank is seeking a Private Banking Analyst to support a team of Private Bankers in Pretoria. You will assist in managing a portfolio of Private Wealth clients through analysis, research and proactive client engagement.

Responsibilities include identifying opportunities for new clients, growing the client base, and ensuring accurate reporting and governance alignment. This role requires a client-focused mindset and collaboration with FRG stakeholders.

Qualifications

• Experience in managing client portfolios or private wealth accounts.
• Strong analytical skills to assess client needs and market trends.
• Ability to generate leads and contribute to business growth.

Responsibilities

• Assist in proactively managing a portfolio of Private Wealth clients.
• Analyse client portfolios and market information to identify opportunities.
• Support sales and service fulfilment to grow existing and new clients.
• Maintain accurate reports and stakeholder communications.

Skills

Portfolio management

Financial analysis

Client engagement

Stakeholder management

Job description

Wesbank is seeking a Private Banking Analyst to support a team of Private Bankers in Pretoria. You will assist in managing a portfolio of Private Wealth clients through analysis, research and proactive client engagement.

Responsibilities include identifying opportunities for new clients, growing the client base, and ensuring accurate reporting and governance alignment. This role requires a client-focused mindset and collaboration with FRG stakeholders.