Wealth Advisory

Hire Resolve • Durban, KwaZulu-Natal, South Africa • Posted June 15, 2026

Location Durban, KwaZulu-Natal

Job Type FULL_TIME

Category Financial Specialists

Posted June 15, 2026

 
  Overview 
 We are looking for a Wealth Advisor (Private Banking) to act as an intermediary between our company and customers. You will provide our clients with financial guidance and make recommendations on how to best utilize their money.
 The ideal candidate will be able to research the marketplace on available products and services, identify customers’ needs, design financial strategies and close a sale.
 
  Responsibilities 
 Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)
 Assess client’s overall financial picture, understand their needs and develop a solid financial plan
 Guide clients towards a profitable and secure financial decision
 Cultivate client base and build win-win relationships
 Network, generate leads and grab opportunities to sell mutual funds, stocks, bonds etc to meet ...
            

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