Wealth Banking Advisor — Grow Private Portfolios

Wesbank; Cape Town; On-site; ZAR 555,000 - 665,000; Full time

Job summary

WesBank in Cape Town is seeking a Banking Advisor Wealth to proactively manage a portfolio of Private Wealth Clients with a team of Private Bankers, delivering analysis, research, and sales and service fulfilment to identify opportunities for banking new clients and growing existing relationships.

You will provide sound financial advice, maintain robust administrative processes, and support lead management, client engagement, and achievement of financial targets in a compliant, customer‑centric

Qualifications

• Relevant NQF7 degree in Finance, Economics or Accounting.
• Completed RE5 qualification.
• 2–3 years’ experience within a Sales/Service area of a banking/financial environment.

Responsibilities

• Provide sound services and recommendations based on customer and client needs, current information, and trends.
• Provide an efficient administration service through careful and timeous planning, reporting, and updating of all relevant information.
• Compile reports that track progress and guide business to make informed decisions.
• Ensure effective management of the leads pipeline.
• Support sales through analysis of client portfolio and pro-active client engagement.
• Assist with profit growth for the business through sales and acquisition of new clients.
• Achieve expected financial targets and uphold associated service levels.
• Identify opportunities to expand our customer base with creditworthy and potentially profitable customers.
• Ensure growth and increase in customer base by managing existing clients, generating new leads and growing active customer account base.

Skills

Client advisory

Portfolio management

Sales & service

Reporting & administration

Education

NQF7 Degree in Finance/Economics/Accounting

RE5 qualification

Job description

WesBank in Cape Town is seeking a Banking Advisor Wealth to proactively manage a portfolio of Private Wealth Clients with a team of Private Bankers, delivering analysis, research, and sales and service fulfilment to identify opportunities for banking new clients and growing existing relationships.

You will provide sound financial advice, maintain robust administrative processes, and support lead management, client engagement, and achievement of financial targets in a compliant, customer‑centric