The role involves managing and growing a portfolio of High Net Worth and Ultra High Net Worth relationships through personal referrals and internal networks
Job Summary
The role involves managing and growing a portfolio of High Net Worth and Ultra High Net Worth relationships through personal referrals and internal networks.
Candidates are expected to provide specialist advice on banking, lending, and foreign exchange while ensuring strict regulatory compliance and KYC standards.
This position requires conducting quarterly client meetings and annual credit reviews to assess the financial health of the designated portfolio.
Matching Summary
The role involves managing and growing a portfolio of High Net Worth and Ultra High Net Worth relationships through personal referrals and internal networks.
Salary
Not specified; Not specified; Not specified
Skills & Requirements
Must-have
High Net Worth client relationship management
Transactional Banking and Credit expertise
Foreign Exchange (FX) advisory services
Annual credit review and financial analysis
Regulatory compliance and KYC adherence
Nice-to-have
Strategic tactical planning skills
Cross-functional collaboration within group
Best practice improvement initiatives
Strong referral network development
Key Requirements
Postgraduate Degrees in Business, Commerce or Management Studies
Professional Qualifications in Finance or related field
Experience with Structured Lending and Investment Banking fees
Work Rights
Preference given to candidates from designated groups per Employment Equity Act