SENIOR PRIVATE BANKER OPPORTUNITY | GAUTENG

Recruiter:

The Recruitment Council

Job Ref:

SENIOR PRIVATE BANKE..

Date posted:

Tuesday, May 3, 2022

Location:

Johannesburg, South Africa

Salary:

Yearly Salary

SUMMARY:
SENIOR PRIVATE BANKER OPPORTUNITY | GAUTENG

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:

New Business Consultant
Location: Johannesburg
Salary: 20000 Monthly
A leading HealthTech company with a culture based on strong values, accountability, collaboration and no politics, is looking for a New Business Consultant for the Johannesburg area.
3 days ago

Inbound Business Consultant
Location: Johannesburg
Salary: 25000 Monthly
A leading HealthTech platform company with a culture based on strong values, accountability, collaboration and no politics is looking for an Inbound Business Consultant. The company is a thriving and growing company that rewards great performance and offers wide and varied growth opportunities.
3 days ago

Principal Deal Originator
Location: Midrand
Salary: Annually
A well-established business is seeking to appoint a Principal Deal Originator The Principal Deal Originator is responsible for formulating and executing the strategic objectives of the business in collaboration with the Head Coverage whilst being accountable for deal origination, building and owning client and partnerships and developing projects
4 days ago

Hotel Operations Manager
Location: Sandton
Salary:
Intimate Boutique 5-star Hotel is looking for an outstanding HOTEL OPERATIONS MANAGER
5 days ago

Accountant
Location: Johannesburg
Salary: 350 000 Annually
Are you an experienced senior Bookkeeper or Accountant with a passion for making an impact? A respected private educational institution is on the lookout for a talented and motivated Accountant to become part of the dynamic finance team. With a completed diploma or degree in accounting or finance and 3-4 years of hands-on experience, you’ll play a crucial role in shaping the financial succes...
7 days ago

Investment Analyst (Newly qualified CA or BCom graduate with 2 – 5 years Financial Analysis experience)
Location: Morningside
Salary:
10 days ago

Civil Engineer (Water)
Location: Pretoria
Salary: R0 per month
To provide civil engineering services to iX engineers and its clients, including industrial and comm
11 days ago

Audit Senior
Location: Johannesburg
Salary:
18 days ago

Senior IT Auditor
Location: Johannesburg
Salary: 650000 Annually
Call out for senior (IT) Internal Auditor!!
24 days ago

Junior HR Officer
Location: Midrand
Salary: Market related
Supporting the HR department in all fields and functions
54 days ago

SENIOR PRIVATE BANKER OPPORTUNITY | GAUTENG

Similar jobs you might be interested in:

Create a free job alert for SENIOR PRIVATE BANKER OPPORTUNITY | GAUTENG in Johannesburg

Jobseekers

Recruiter

General