TRAFFIC
KwaZulu-Natal
Wealth Banking Specialist - Tailored HNW Solutions
Wesbank
Job Description
Wesbank in Durban is seeking a Banking Specialist responsible for delivering tailored financial solutions to high-net-worth clients. The role involves engaging with clients to understand their financial needs, structuring sophisticated credit facilities, and implementing cash management strategies. A strong knowledge of banking products and the ability to develop customised solutions are critical. All appointments will align with FirstRand Group's Employment Equity plan, promoting a diverse workforce.
About This Role
Career insights for Personal Financial Advisors positions
Salary Benchmark
R38,810/month
R27,104 to
R54,338/month
Source: WageIndicator ZAR data
Job Outlook
This career will grow rapidly in the next few years.
Key Skills for This Role
Active Listening
Reading Comprehension
Speaking
Writing
Critical Thinking
Common Technologies
Act! CRM
Microsoft Dynamics 365
Salesforce CRM
Financial planning presentation software
Microsoft PowerPoint 365
MoneyTree Silver Financial Planner (presentation feature)
Envestnet MoneyGuide
Ibbotson Portfolio Strategist
Personal Financial Advisors Insights
Median Salary (ZAR)
R38,810/month
Job Outlook
This career will grow rapidly in the next few years.