SENIOR PRIVATE BANKER

Recruiter:

The Recruitment Council

Job Ref:

SENIOR PRIVATE BANKE..

Date posted:

Friday, May 13, 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 Analyst - Investment Banking & Private Credit
Location: Johannesburg
Salary:
An established investment banking and financial advisory firm is looking for a driven senior Analyst to join its private Credit Advisory team. This is a unique opportunity to work on capital raising (private debt and equity), M&A, and strategic advisory transactions across Africa, with a particular focus on high-impact sectors like financial services, fintech, climate finance, digital lending,...
7 days ago

Senior AWS Solutions Architect
Location: Johannesburg
Salary: 80000 Monthly
A leading Information Technology and Business Consulting firm, that specializes in cutting-edge technologies and delivers tailored solutions to organizations across both public and private sectors, is looking for a senior AWS Solutions Architect to join their team in the heart of Johannesburg North.
5 days ago

Gender Equality Programme (GEP) Coordinator
Location: Centurion
Salary: 50000 Monthly
Urgently looking for a Gender Equality Programme (GEP) Coordinator!!!!!
6 days ago

Senior Analyst
Location: Sandton
Salary: R40 0000
Our client is seeking a senior Analyst to join our growing private credit advisory team. The focus of the team is private debt capital raising, as well as M&A and private equity raises, in the private credit sector, including for microfinance, digital finance, fintechs, climate finance, alternative credit businesses. The role offers significant exposure to live transactions across capita...
7 days ago

Senior Marketing Manager
Location: Midrand
Salary:
Role Purpose The senior Marketing Manager leads the strategic development and execution of all marketing functions within the Property and Lodge Group, with direct accountability for high-impact marketing deliverables related to the Vaal River City (VRC) development and the private Reserve, and specifically the Lodge. This role is responsible for developing and implementing a comprehensive marketi...
12 days ago

Senior Sous Chef (Expat)
Location: Johannesburg
Salary: Market related
Our client is looking for a passionate and experienced senior Sous Chef to join their dynamic culina
12 days ago

Associate
Location: Johannesburg
Salary:
14 days ago

M&A Specalist
Location: Johannesburg
Salary:
A leading financial services group is seeking a high-performing Mergers & Acquisitions (M&A) Specialist to support the execution of its strategic corporate development agenda. This is a unique opportunity to play a pivotal role in shaping the group’s growth strategy through acquisitions, disposals, and joint ventures, across South Africa and the continent.
15 days ago

Senior Commercial Attorney, Irene, Centurion
Location: Centurion
Salary:
Our client in Irene, Centurion which provides expert legal services within the sphere of corporate and commercial law, intellectual property law and conveyancing, notarial and property law, is looking for a senior Commercial Attorney.
18 days ago

Associate Forensics Director
Location: Johannesburg
Salary: 1 500 000 Annually
A highly reputable and fast-paced professional services environment is seeking a dynamic and experienced Forensics Director to lead its forensic services division. This strategic role is ideal for an accomplished leader with deep technical expertise in forensic investigations, fraud risk management, and governance. The successful candidate will be instrumental in driving operational excellence, in...
20 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