SENIOR PRIVATE BANKER OPPORTUNITY | KZN

 

Recruiter:

The Recruitment Council

Job Ref:

SENIOR PRIVATE BANKE..

Date posted:

Tuesday, May 3, 2022

Location:

Durban, South Africa

Salary:

Yearly Salary


JOB SUMMARY:
SENIOR PRIVATE BANKER OPPORTUNITY | KZN

JOB DESCRIPTION:

The purpose of this 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:

Civil Engineer
Location: Durban
Salary:
A dynamic Engineering Consulting company, with offices nationwide and a strong track record of delivering professional services to both the public and private sectors, is seeking the full-time expertise of an ECSA-registered senior Professional Civil Engineer, with proven experience in water projects to join their KwaZulu-Natal team. This role presents an excellent opportunity to contribute to imp...
6 days ago


District Branch Manager (KZN)
Location: Durban
Salary:
29 days ago


Senior Consultant
Location: Durban
Salary: Market-related
Economic Development Shape the future of manufacturing in Africa by translating industrial strategy into measurable economic impact across macro, meso, and micro levels. City of Cape Town or Durban (Hybrid)
56 days ago


Senior Consultant - Industrial Development (Clusters and Partnerships)
Location: Durban
Salary: market related
The role exists to design and deliver sector-level programmes, including industrial clusters, industry platforms, and public-private partnerships.
56 days ago


Provincial Manager - KwaZulu Natal
Location: Durban
Salary: R1 155 200 – R1 501 800 per annum
Provincial Manager - KwaZulu Natal
24 days ago


Create a free job alert for SENIOR PRIVATE BANKER OPPORTUNITY | KZN in Durban

Enter your email address below and we will email you similar jobs when they become available:

You can cancel at any time. We will not spam you.
By giving us your email address your agree to our Terms and Conditions