Elite Private Banker: Wealth & Relationship Leader, Sandton

Placements24; Sandton; Sur place; ZAR 1 200 000 - 2 000 000; Plein temps

Avantages offerts par ce poste

Medical aid

Retirement fund

Professional development opportunities

Exclusive client events

Résumé du poste

Placements24 is seeking a Senior Private Banker for our Sandton, Gauteng office to manage a high-net-worth client portfolio with bespoke banking and wealth management solutions.

You will assess complex financial needs, deliver personalized strategies, and collaborate with investment and credit specialists to ensure superior client service and growth in a dynamic private banking environment.

Qualifications

• Bachelor’s degree in Finance, Economics, Business Administration, or related field.
• MBA or CFA/ CFP designation highly desirable.
• Minimum 7 years in private banking, wealth management, or relationship management with HNW clients.

Responsabilités

• Manage and grow a portfolio of high-net-worth clients.
• Provide expert private banking advice across deposits, lending, investments, and trusts.
• Conduct financial assessments to understand objectives and risk profiles.
• Develop customized wealth management strategies to meet client goals.
• Identify cross-sell opportunities and collaborate with internal partners.

Connaissances

Relationship management

Sales & business development

Negotiation

Financial analysis

Communication

Formation

Bachelor's degree in Finance/Economics/Business Administration

MBA or CFA/ CFP desirable

Outils

CRM systems

Wealth management platforms

Description du poste

Placements24 is seeking a Senior Private Banker for our Sandton, Gauteng office to manage a high-net-worth client portfolio with bespoke banking and wealth management solutions.

You will assess complex financial needs, deliver personalized strategies, and collaborate with investment and credit specialists to ensure superior client service and growth in a dynamic private banking environment.