Private Banker (MKT133)
R600 000 – R650 000 per annum
Leading bank based in Bloemfontein
currently recruiting for a
dynamic Private Banker
Matric / Grade 12 / National Senior Certificate
Advanced Diplomas/National 1st Degrees
Degree in Business or Finance (e.g. BSc Economics, B Comm, Certified Associate of the Institute of Bankers, FAIS Accreditation Regulatory Examination Level 1.
Minimum Experience Level
4 to 5 years’ experience as a Private Banker looking after the HNW clients earning a minimum of R1.5 million.
Must have a Degree in Finance (non-negotiable)
Must have RE certification. (non-negotiable)
To deliver banking solutions to clients by understanding their business and needs through relationship management to achieve the company’s strategy to be the most admired bank.
Complete tasks through planning and reviewing against set targets.
Manage resources (time; processes and support teams) to optimize value against client expectations.
Comply with risk standards; policies and procedures through training and development as required by group compliance framework.
Research and analyse information by using problem solving techniques to propose solutions for work challenges.
Seek opportunities to improve business processes and systems by identifying and recommending effective ways to operate and adding value to the company.
Deliver banking solutions that meet client needs through understanding of client's business and needs through relationship management.
Demonstrate an understanding of risk parameters by managing client relationships according to credit principles.
Improve results by tracking and analysing financial reports against agreed measures.
Support the achievement of the business strategy; objectives and values by reviewing the company and Business Unit Plan and ensuring delivered systems; process; services and solutions are aligned.
Identify training courses and career progression for self through input and feedback from management.
Ensure all personal development plan activities are completed within specified timeframe.
Share knowledge and industry trends with team and stakeholders during formal and informal interaction.
Obtain buy-in for developing new and/or enhanced processes (e.g. operational processes) that will improve the functioning of stakeholders' businesses by highlighting benefits in support of the implementation of recommendations.
Understand client’s business and needs through proactive client relationship management according to portfolio mandate.
Build relationships with internal stakeholders through communication and networking as determined by client needs.
Collaborate with third parties by engaging with them as guided by requirements of solutions delivered to clients.
In : Banking
Tags: private banker private banker bloemfontein financial services