Banking Advisor Private Wealth

About the role

As a Banking Advisor in Private Wealth you will work with a team of Private Bankers to proactively manage a portfolio of high‑net‑worth clients. You will provide analysis, research and sales support to identify new banking opportunities and grow existing relationships.

Key responsibilities

• Assist in managing a portfolio of Private Wealth clients through analysis, research and service fulfilment.
• Identify and pursue additional banking opportunities for new and existing clients.
• Contribute to a culture of service excellence and build positive stakeholder relationships.
• Market the full range of financial services solutions offered by the business.
• Manage the leads pipeline and support profit growth.
• Develop collaborative relationships across the FRG and provide efficient administration through planning, reporting and data updates.
• Deliver high‑quality, proactive service that exceeds customer expectations.
• Act responsibly with resources to support cost containment.
• Ensure compliance with statutory, legislative, policy and governance requirements.
• Achieve financial targets and maintain service level standards.

Required profile

• RE5 Certificate with a NQF7 level degree in Finance or Accounting.
• 2–3 years of experience in a sales or service role within a financial environment.
• Must not be an unrehabilitated insolvent.

Required skills

What we offer

• Opportunities to network and collaborate across the organization.
• Challenging projects that encourage innovation.