Private Banker
The Recruitment Council
Durban, South Africa
6d ago
source : Job Placements

The purpose of this role is to deliver exceptional experience and education to Private Banking Clients clients on basic 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 (strong background in Banking / Investment / Financial Planning / Wealth Management

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 Educational and professional background. Degree in Banking, Finance, Economics or Accounting. RE

FAIS Accreditation Required

Fit and proper, experience in FAIS-relevant Money Manager Subcategories

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