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:

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...
Today

Branch Manager / Business Development Manager
Location: Johannesburg
Salary: Monthly
A national organisation requires a Branch Manager / Business Development Manager to join their team in Bedfordview.
Today

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.
1 day ago

Manager: Corporate Communications
Location: Johannesburg
Salary:
1 day ago

Accounts Receivable Controller (Contract)
Location: Johannesburg
Salary: 250000 Annually
An Immediate Opportunity for Accounts Receivable Controllers!
5 days ago

AR Controller
Location: Johannesburg
Salary: 250000 Annually
Calling all immediately available AR Controllers!!
7 days ago

General Manager: Legal Operations
Location: Johannesburg
Salary:
7 days ago

Corporate Communications Manager
Location: Johannesburg
Salary: R negotiable
Corporate Communications Manager
9 days ago

Corporate Communications Manager
Location: Sandton
Salary:
Exciting opportunity is available for a Corporate Communications Manager for our client in the Automotive Industry, based in Sandton.
14 days ago

Space Planning Project Manager
Location: Midrand
Salary:
Responsible for plan, design and furnish interiors of residential, commercial, or industrial buildings. Formulate designs which are practical, aesthetic, and conducive for intended purposes, such as raising productivity, selling merchandise, or improving life-style. Lead the work of others in projects of moderate scope and complexity, serve as a technical advisor to less experienced sp...
26 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