Wealth Banking Advisor: Growth & Client Strategy

Wesbank; Stellenbosch; On-site; ZAR 558,000 - 668,000; Full time

Job summary

WesBank in Stellenbosch is seeking a Banking Advisor for RMB Private Wealth to assist in proactively managing a portfolio of clients with a team of Private Advisors, providing analysis, research and service fulfilment to identify opportunities for banking new clients and growing an existing base.

The role requires an NQF7 degree in Finance, Economics or Accounting, completion of RE5, and 2–3 years’ experience in a sales/service banking environment. Compliance with NCA credit checks is required.

Qualifications

• Relevant experience in a Sales/Service banking or financial environment.
• Strong client-facing skills and the ability to build relationships.
• Ability to identify opportunities and contribute to portfolio growth.

Responsibilities

• Provide sound advisory services and recommendations based on client needs and market trends.
• Assist in administration through careful planning, reporting and data updates.
• Compile reports to guide business decisions and track progress.
• Manage leads pipeline and engage with clients to drive new business.
• Support profit growth through sales and acquisition of new clients and maintain service levels.

Skills

Sales experience

Client management

Education

NQF7 Degree in Finance/Economics/Accounting

RE5 qualification

Job description

WesBank in Stellenbosch is seeking a Banking Advisor for RMB Private Wealth to assist in proactively managing a portfolio of clients with a team of Private Advisors, providing analysis, research and service fulfilment to identify opportunities for banking new clients and growing an existing base.

The role requires an NQF7 degree in Finance, Economics or Accounting, completion of RE5, and 2–3 years’ experience in a sales/service banking environment. Compliance with NCA credit checks is required.