Private Banker - Durban

Private Banker required to grow the portfolio by sourcing new clients, identifying their banking and wealth requirements and fulfilling their needs with appropriate product and solution. Must have extensive knowledge of wealth offering to efficiently service existing clients on their personal daily banking, structured lending and cash management needs and be able to identify cross sell opportunities.

Key Outputs:
Asset Growth
Client Service
Risk and Compliance Management
Personal Development

Minimum Requirements:
Essential Qualifications
B. Com degree
Diploma in Investments and Finance (NQF 4 with 30 credits)
An appropriate National Certificate or Diploma at NQF Level 4 with 30 credits

Job Related Experience
5 Years experience in client portfolio management
3 Years – Products under Category 3 FSP (Administrative)

Required Industry Acumen
Financial industries (Banking / Investments / Lending)
Other job requirements and features
Excellent understanding of Investments, Lending, Financial planning, Credit Processes

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