SUMMARY:
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POSITION INFO:
External Banker (High Net Worth ) for the Private Bank division
Description
The role requires strong relationship management and acquisition of HNW clients and the ability to articulate and sell the
Bank's Value Proposition. An understanding of HNW individuals’ financial position (personal balance sheet/business
structures/family structures) and the ability to identify opportunities is a key competency required in this role.
Experience, skill and capability
- Relevant Tertiary Degree (Preferably B Acc/ CA (SA), MBA, CFA, CIMA)
- Min 5 – 6 years financial services experience
- In depth knowledge of deal structuring
- Ability to network within the organization (Wealth and Investment as well as the Specialist Bank functions in South Africa)
- Engaging and interacting with International geographies of the Bank, as networking and connecting clients is critical for this role.
- Experience in Wealth Management and Structured Property Finance will be advantageous.
- Awareness and management of compliance and regulatory frameworks in all dealings with clients.
- People skills, with a specific passion for socializing and networking.
- Strong written and verbal communication skills.
- Ability to work well under pressure and within a team environment
- Excellent analytical and quantitative skills.
- Good marketing and cross-selling skills.
Flexible attitude, comfortable to live with ambiguity and willing to challenge the status quo. Diversity, talent and leadership. Ability to be self- managed and build strong relationships in order to get things done.
