Wealth Advisor - Private Client Growth & Strategy

Wesbank; Polokwane; On-site; ZAR 300,000 - 520,000; Full time

Job summary

WesBank in Polokwane seeks a Private Wealth Advisor to deliver wealth creation, accumulation, and protection strategies for a dedicated client base. The role focuses on leveraging Money Management principles to deepen client engagement, drive VSI growth, and strengthen long-term retention and entrenchment within the FirstRand family.

Applicants will identify local and offshore fiduciary opportunities, provide holistic financial solutions, and ensure compliance with statutory requirements while

Responsibilities

• Provide banking and financial solutions across an allocated portfolio.
• Conduct client reviews and promote financial services offerings.
• Identify revenue growth opportunities and meet sales targets.
• Ensure compliance with legislative and audit requirements.
• Deliver service excellence aligned to company values.

Job description

WesBank in Polokwane seeks a Private Wealth Advisor to deliver wealth creation, accumulation, and protection strategies for a dedicated client base. The role focuses on leveraging Money Management principles to deepen client engagement, drive VSI growth, and strengthen long-term retention and entrenchment within the FirstRand family.

Applicants will identify local and offshore fiduciary opportunities, provide holistic financial solutions, and ensure compliance with statutory requirements while