Wealth Banking Advisor: Proactive Client Growth

Wesbank; Pretoria; On-site; ZAR 700,000 - 900,000; Full time

Job summary

WesBank in Pretoria is seeking a Private Wealth Portfolio Associate to support a team of Private Bankers by analysing client portfolios, conducting research, and delivering tailored banking and service solutions.

You will contribute to growing the client base by nurturing relationships, generating new leads, and ensuring compliant, high-quality advisory and administrative support to meet financial targets.

Qualifications

• Experience in financial services with ability to analyse client portfolios.

Responsibilities

• Assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through analysis, research and sales and service fulfilment.
• Deliver exceptional and high-quality advice that exceeds customers’ expectations through proactive solutions.
• Develop and manage key stakeholder relationships to achieve operational objectives.
• Identify opportunities to expand the customer base by managing existing clients and generating new leads.
• Comply with statutory, legislative, policy and governance requirements.

Job description

WesBank in Pretoria is seeking a Private Wealth Portfolio Associate to support a team of Private Bankers by analysing client portfolios, conducting research, and delivering tailored banking and service solutions.

You will contribute to growing the client base by nurturing relationships, generating new leads, and ensuring compliant, high-quality advisory and administrative support to meet financial targets.