Wealth Advisor: Private Clients & Holistic Solutions

Wesbank; Johannesburg; On-site; ZAR 400,000 - 600,000; Full time

Job summary

Wesbank seeks a Private Clients Advisor in Johannesburg to enhance client experiences in Private Wealth management. The ideal candidate will deliver advice on wealth creation and protection, driving client retention and overall sales performance.

Successful candidates should possess a relevant degree, RE5 qualification, and 3 to 5 years of experience in Banking or Wealth Management. The role emphasizes building relationships and providing financial solutions tailored to client needs.

Qualifications

• 3 to 5 years’ experience in Banking, Investment, Financial Planning, Wealth Management.
• Full understanding of money management principles.
• Experience in a client-facing environment.

Responsibilities

• Deliver exceptional experience to Private Wealth clients.
• Provide banking and financial solutions.
• Build working relationships across teams.
• Conduct client reviews and market financial solutions.

Skills

Revenue growth

Holistic financial advice

Client relationship management

Compliance knowledge

Education

Relevant NQF7 Level Degree in Finance, Economics or Accounting

Completed RE5 qualification

Certified Financial Planner (CFP)

Job description

Wesbank seeks a Private Clients Advisor in Johannesburg to enhance client experiences in Private Wealth management. The ideal candidate will deliver advice on wealth creation and protection, driving client retention and overall sales performance.

Successful candidates should possess a relevant degree, RE5 qualification, and 3 to 5 years of experience in Banking or Wealth Management. The role emphasizes building relationships and providing financial solutions tailored to client needs.