Wealth Banking Advisor - Private Client Growth & Service

Wesbank; Polokwane; On-site; ZAR 515,000 - 696,000; Full time

Job summary

WesBank in Polokwane is seeking a Banking Advisor Wealth to support Private Bankers in managing a portfolio of Private Wealth Clients. You will provide analysis, research and service fulfilment to identify opportunities for new banking clients and grow existing relationships.

You will deliver high quality advice, work with stakeholders, monitor leads, and help achieve financial targets while ensuring compliant governance and timely reporting.

Qualifications

• Experience in private wealth or banking is preferred.
• Strong stakeholder management and communication skills.
• Ability to identify opportunities and grow client base.

Responsibilities

• Assist in proactively managing a portfolio of Private Wealth Clients with Private Bankers.
• Provide analysis, research and service fulfilment to support banking new clients and growing existing relationships.
• Collaborate to achieve financial targets and uphold service levels.
• Maintain compliant governance, timely reporting and accurate information updates.

Skills

Portfolio analysis

Relationship management

Sales targets

Client engagement

Job description

WesBank in Polokwane is seeking a Banking Advisor Wealth to support Private Bankers in managing a portfolio of Private Wealth Clients. You will provide analysis, research and service fulfilment to identify opportunities for new banking clients and grow existing relationships.

You will deliver high quality advice, work with stakeholders, monitor leads, and help achieve financial targets while ensuring compliant governance and timely reporting.