Strong Sales and Relationship Management…. Accelerate your career at the rate you deserve. Our client is a leading financial institution in South Africa who requires an experienced Private Banker for their Wealth Clients. Your role will be to proactively optimize a current portfolio of Wealth Clients or acquiring new clients with the objective of understanding and then addressing their financial needs and ensuring client profitability as well as retaining the client base.

This is an Employment Equity appointment.

Qualification:
Relevant Degree (Commerce or Financial Stream)

Skills & Experience:
Minimum of 3 years’ experience in a Sales or Client facing role within the financial services industry

Job Description:
Maximising cross sell opportunities through the identification of specialist advisory requirements e.g. Wealth Management, Fiduciary, Portfolio Management.
Collaboration with an understanding of offerings of various business units.
An understanding and marketing all Transactional Banking and lending solutions within the Groups Wealth offering:
Transactional Banking
Deposits
Mortgage (Home Loan)
Mortgage (Multiple asset/multiple property)
Commercial Property Finance
Share Based Lending
Delivering exceptional service that exceeds client expectations through proactive, innovative and appropriate solutions.