SUMMARY:
Private Banker
POSITION INFO:
Do you thrive on building strong relationships and helping high-net-worth clients grow and protect their wealth?
This is your opportunity to join a dynamic financial services team as a Private Banker, where you’ll provide tailored advice, innovative solutions, and holistic financial strategies to help clients achieve their life goals.
Responsibilities:
Empower Clients with Expert Advice:
Deliver personalised wealth management strategies, including investments, risk solutions, and estate planning.
Conduct regular client reviews and provide insights based on market trends and economic conditions.
Help clients navigate complex financial landscapes with clear, actionable advice.
Grow & Manage a Portfolio of High-Net-Worth Clients:
Acquire new clients through networking, referrals, and relationship-building.
Strengthen client relationships through exceptional service and a deep understanding of their financial needs.
Drive vertical sales and maximize value through holistic solutions.
Strategic Collaboration:
Partner with specialists across investments, lending, fiduciary, and insurance to deliver comprehensive solutions.
Stay informed about regulatory changes, market movements, and wealth management trends to ensure clients stay ahead.
Risk & Compliance:
Adhere to FAIS and all regulatory requirements.
Ensure all client interactions and solutions comply with governance and risk frameworks.
Qualification:
Degree in Finance, Economics, or Accounting.
Certified Financial Planner (CFP) designation.
Experience:
5–7 years in Banking, Wealth Management, or Financial Planning.
Proven experience managing high-net-worth client portfolios.
Skills & Knowledge:
Strong understanding of money management principles, investments, and fiduciary planning.
Ability to interpret complex financial statements.
Excellent relationship management and communication skills.
Core Competencies:
Strategic Thinking & Commercial Acumen.
Customer Service Orientation.
Persuasiveness & Influencing Skills.
Problem-Solving & Decision-Making.
Building Strong Relationships.
Resilience & Results Orientation.
