The role involves building and maintaining professional business relationships across a portfolio of Private Wealth clients while achieving financial targets
Job Summary
The role involves building and maintaining professional business relationships across a portfolio of Private Wealth clients while achieving financial targets.
Candidates must ensure retention of clients within acceptable targets and apply remedial actions where appropriate to maintain customer satisfaction scores.
The position requires protecting bank assets through appropriate levels of risk and credit assessment while co-managing high-risk client accounts.
Matching Summary
The role involves building and maintaining professional business relationships across a portfolio of Private Wealth clients while achieving financial targets.
Skills & Requirements
Must-have
5 years Private Wealth experience
FAIS compliance knowledge
Client relationship management
Credit risk assessment skills
Financial product structuring
Nice-to-have
Strategic economic awareness
Cross-selling capabilities
Data-led decision making
Team collaboration skills
Continuous professional development
Key Requirements
Bachelor's degree in Business, Commerce or Management Studies (NQF Level 7)
5 years relevant Private or Wealth Banking experience
FAIS Compliance qualification or National Diploma/Advanced Certificate (NQF Level 6)
8 years experience with 4 years in Non-Individuals/Private Business Banking