SENIOR PRIVATE BANKER

Recruiter:

The Recruitment Council

Job Ref:

SENIOR PRIVATE BANKE..

Date posted:

Tuesday, May 3, 2022

Location:

Pretoria, South Africa

Salary:

R450 000 - R650 000

SUMMARY:
Private Banker

JOB DESCRIPTION:

role is to proactively grow the balance sheet of a allocated customer, deliver exceptional experience and education to portfolio of clients on wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles

Experience:

3 to 5 years experience in a similar environment, of which 1 to 2 years ideally at a junior specialist level in a Banking, Investment, Financial Planning, Wealth Management, and client facing environment.

Experience in analysing and interpreting complex personal and juristic financial statements.
Experience in providing tailored wealth management solutions with extensive knowledge in Fiduciary and Estate Planning.
Preferably willing to work in a complex environment with multiplayers.

Knowledge Required:

Full understanding of money management principles
Sound working knowledge of required business-related systems
Sound working knowledge of Banking and Financial Services Regulatory requirements
Knowledge on wealth management creation and accumulation
Wealth protection/risk knowledge
Excellent project management skills and able to plan and organize work independently
Proven track record in servicing a portfolio of clients and in acquisition of new relationships
Excellent knowledge of global financial markets and current affairs
Ability to match client needs with appropriate product solutions
Sound knowledge of the Bank''s risk and other mandates to ensure exercising good commercial judgment while representing the Bank''s and the shareholders’ interests always

Qualifications:

Relevant Qualification on accredited FSCA List

RE5

FAIS Accreditation Required

Fit and proper, experience in FAIS-relevant Money Manager Subcategories

NB! This job is now closed. You can apply for other jobs by uploading your CV.

Similar jobs you might be interested in:

Senior Sales Specialist
Location: Midrand
Salary:
Datacentrix is seeking for a senior Sales Specialist who will be responsible for driving revenue growth through the development and management of key strategic accounts by delivering fully customised ICT and cloud-based solutions. The role requires a consultative, data-driven sales approach and the ability to position hybrid ICT services across complex multi-vendor ecosystems. The incumbent will w...
1 day ago

Front House Floor Manager - Premium Restaurant
Location: Johannesburg
Salary:
2 days ago

Senior DevOps Engineer
Location: Johannesburg
Salary: Monthly
About the RoleA data-driven organisation is seeking a senior DevOps Engineer to join its Platform Engineering team. The successful candidate will play a key role in designing, operating, and continuously improving the software delivery platform across Kubernetes, Argo CD, Argo Workflows, Jenkins, and GitOps-based CI/CD environments.This is a senior hands-on engineering role focused on production s...
4 days ago

C&I Business Developer – Renewable Energy
Location: Johannesburg
Salary:
4 days ago

Newly Qualified CA(SA) M&A Analyst
Location: Johannesburg
Salary:
A leading investment and advisory firm is seeking a high-calibre Analyst to join its team. The role offers exposure to corporate finance, capital raising, and strategic advisory across a diverse client base, with the opportunity to work on complex transactions alongside experienced dealmakers.Role PurposeThe Analyst will support senior team members in executing transactions, financial analysis, an...
6 days ago

Senior Commercial Attorney
Location: Bronkhorstspruit
Salary: 750000
A client of ours within the legal sector is looking for an experienced senior Commercial Attorney to join their firm.
8 days ago

Senior Legal Advisor
Location: Johannesburg
Salary:
12 days ago

Senior Investment Accountant
Location: Johannesburg
Salary: 900000 Annually
senior Investment Accountant |Johannesburg | PermanentLooking for a senior Investment Accountant to take ownership of fund accounting, investor reporting, NAV calculations, and financial reporting across a portfolio of investment entities.
12 days ago

Senior Accountant | Jhb | CA(SA) | Fund Management
Location: Johannesburg
Salary: R800 000.00 Annually
Stratlab – Where Talent Meets Its People.We connect brilliant minds with companies that actually get them. Serious about growth, light on the drama. We’re currently looking for a senior Accountant for an established Fund Management business in Jhb.At Stratlab, we focus on culture fit, long-term impact, and building relationships that last – because great work happens when people ...
12 days ago

Senior Investment Accountant | Gauteng
Location: Johannesburg
Salary: R500 000.00 Annually
Stratlab – Where Talent Meets Its People.We connect brilliant minds with companies that actually get them. Serious about growth, light on the drama.We're currently looking for a senior Investment Accountant to join a leading alternative investments business. This opportunity is ideal for a technically strong finance professional who thrives in a high-performance environment and enjoys workin...
13 days ago

SENIOR PRIVATE BANKER

Similar jobs you might be interested in:

Create a free job alert for SENIOR PRIVATE BANKER in Pretoria

Jobseekers

Recruiter

General