Private Banker | Nelspruit, White River, Ladenburg

The Recruitment Council

  • Nelspruit, Mpumalanga
  • Permanent
  • Full-time
  • 12 days ago
Role: Private BankerCategory: Wealth Management
Location: Nelspruit, White River, Ladenburg
Salary: R800 000 - R1 200 000 Per Annum + BenefitsDo you thrive on building strong relationships and helping high-net-worth clients grow and protect their wealth?This is your opportunity to join a dynamic financial services team as a Private Banker, where you’ll provide tailored advice, innovative solutions, and holistic financial strategies to help clients achieve their life goals.Responsibilities:Empower Clients with Expert Advice:
  • Deliver personalised wealth management strategies, including investments, risk solutions, and estate planning.
  • Conduct regular client reviews and provide insights based on market trends and economic conditions.
  • Help clients navigate complex financial landscapes with clear, actionable advice.
Grow & Manage a Portfolio of High-Net-Worth Clients:
  • Acquire new clients through networking, referrals, and relationship-building.
  • Strengthen client relationships through exceptional service and a deep understanding of their financial needs.
  • Drive vertical sales and maximise value through holistic solutions.
Strategic Collaboration:
  • Partner with specialists across investments, lending, fiduciary, and insurance to deliver comprehensive solutions.
  • Stay informed about regulatory changes, market movements, and wealth management trends to ensure clients stay ahead.
Risk & Compliance:
  • Adhere to FAIS and all regulatory requirements.
  • Ensure all client interactions and solutions comply with governance and risk frameworks.
Qualification:
  • Degree in Finance, Economics, or Accounting.
  • Certified Financial Planner (CFP) designation.
Experience:
  • 5–7 years in Banking, Wealth Management, or Financial Planning.
  • Proven experience managing high-net-worth client portfolios.
Skills & Knowledge:
  • Strong understanding of money management principles, investments, and fiduciary planning.
  • Ability to interpret complex financial statements.
  • Excellent relationship management and communication skills.
Core Competencies:
  • Strategic Thinking & Commercial Acumen.
  • Customer Service Orientation.
  • Persuasiveness & Influencing Skills.
  • Problem-Solving & Decision-Making.
  • Building Strong Relationships.
  • Resilience & Results Orientation.

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