Private Wealth Banker - Pipeline Pietermaritzburg

With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.

Job Summary

To build and maintain professional business relationships across a portfolio of Private Wealth clients, by achieving financial targets, proactively acquiring new clients, and improving customer experience within the scope of the Bank’s regulatory and compliance frameworks.

Job Description

1. New Business Origination
2. Manage and grow existing client relationships
3. Involvement in credit related tasks
4. Involvement in Assets under Management and Investments
5. Stakeholder Management
6. Query resolution
7. Risk Management

Education

Bachelor`s Degrees and Advanced Diplomas: Business, Commerce and Management Studies (Required)