External Banker

Talent on Tap

Johannesburg

On-site

ZAR 750,000 - 1,000,000

Full time

14 days+
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Job summary

A leading financial services firm in Johannesburg is seeking an External Banker for its Private Bank division. The ideal candidate will have strong relationship management skills, experience with high net worth clients, and a solid understanding of financial structuring. A tertiary degree is essential, along with 5-6 years in financial services and excellent analytical abilities. This role requires effective networking within the organization and with international clients.

Qualifications

  • 5-6 years financial services experience required.
  • In-depth knowledge of deal structuring.
  • Experience in Wealth Management and Structured Property Finance advantageous.

Responsibilities

  • Manage relationships and acquire HNW clients.
  • Articulate and sell the Bank's Value Proposition.
  • Identify financial opportunities for HNW individuals.

Skills

Relationship Management
Networking
Analytical Skills
Communication Skills
Marketing Skills

Education

Relevant Tertiary Degree (Preferably B Acc/ CA (SA), MBA, CFA, CIMA)

Job description

Overview

External Banker (High Net Worth) for the Private Bank division

Description

The role requires strong relationship management and acquisition of HNW clients and the ability to articulate and sell the Bank's Value Proposition. An understanding of HNW individuals’ financial position (personal balance sheet/business structures/family structures) and the ability to identify opportunities is a key competency required in this role.

Experience, skill and capability
  • Relevant Tertiary Degree (Preferably B Acc/ CA (SA), MBA, CFA, CIMA)
  • Min 5 – 6 years financial services experience
  • In depth knowledge of deal structuring
  • Ability to network within the organization (Wealth and Investment as well as the Specialist Bank functions in South Africa)
  • Engaging and interacting with International geographies of the Bank, as networking and connecting clients is critical for this role.
  • Experience in Wealth Management and Structured Property Finance will be advantageous.
  • Awareness and management of compliance and regulatory frameworks in all dealings with clients.
  • People skills, with a specific passion for socializing and networking.
  • Strong written and verbal communication skills.
  • Ability to work well under pressure and within a team environment
  • Excellent analytical and quantitative skills.
  • Good marketing and cross-selling skills.

Flexible attitude, comfortable to live with ambiguity and willing to challenge the status quo. Diversity, talent and leadership. Ability to be self- managed and build strong relationships in order to get things done.

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