Build and maintain private wealth client relationships
Achieve financial targets and sales acquisition
Execute client relationship plans and onboarding
The role focuses on building and maintaining professional business relationships across a portfolio of Private Wealth clients while achieving financial targets
Job Summary
The role focuses on building and maintaining professional business relationships across a portfolio of Private Wealth clients while achieving financial targets.
Candidates must ensure full compliance with regulatory frameworks including FAIS, FICA, and the National Credit Act while managing complex credit structures.
The position requires deepening customer relationships through individual needs analysis and driving income growth via new client acquisition and cross-selling.
Matching Summary
The role focuses on building and maintaining professional business relationships across a portfolio of Private Wealth clients while achieving financial targets.
Skills & Requirements
Must-have
Build and maintain private wealth client relationships
Achieve financial targets and sales acquisition
Execute client relationship plans and onboarding
Manage portfolio profitability and credit risk assessment
Ensure compliance with FAIS, FICA, and NCA regulations
Nice-to-have
Strategic level client conversations
Collaboration with financial and estate planners
Continuous professional development commitment
Data-led decision making capabilities
Key Requirements
B-degree in Business, Commerce or Management Studies (NQF Level 7)
5 years relevant Private or Wealth Banking experience
FAIS Compliance qualification or equivalent NQF Level 6 diploma
8 years experience if holding NQF Level 6 qualification