External Banker â High Net Worth (Private Banking) - Stellenbosch, Winelands

Believe Resourcing; Stellenbosch; On-site; ZAR 1,200,000; Full time

Job summary

A leading private banking firm in Stellenbosch seeks an External Banker High Net Worth. You will manage and grow a portfolio of high-net-worth clients, focusing on tailored banking solutions. Ideal candidates are experienced private bankers or qualified accountants with a minimum of 5-6 years in financial services. This full-time role offers competitive compensation and a dynamic work environment.

Benefits

Performance-based bonuses

Comprehensive medical aid

Pension and life insurance

Client-facing autonomy

Strong support network

Qualifications

• Experienced Private Banker with deep client-facing exposure or qualified Chartered Accountant (CA(SA)) with 5-6 years in financial services.
• Proven ability to network, influence and deliver client-centric solutions.
• Understanding of deal structuring, offshore investment and complex financial arrangements.

Responsibilities

• Manage and grow a portfolio of high-net-worth clients focusing on retention and acquisition.
• Build tailored banking solutions through an understanding of client balance sheets.
• Collaborate with internal teams to deliver integrated financial offerings.
• Connect clients with international banking divisions for cross-border solutions.
• Maintain compliance with regulatory and ethical standards.

Skills

Deal Structuring & Financial Planning

Client Acquisition & Relationship Management

Wealth Management & Structured Lending

Strong marketing and cross-selling abilities

Excellent communication and presentation skills

High levels of analytical commercial and quantitative acumen

Naturally sociable, polished and professional in client engagements

Education

Tertiary Degree in Accounting, Finance or related field

CA(SA), MBA, CFA or CIMA

Job description

Job Title : External Banker High Net Worth (Private Banking)

Location : Stellenbosch Winelands

Division : Private Banking High Net Worth International Team

Type : Full-Time On-site with client-facing flexibility

CTC : R1.2M performance-based bonuses

Whats on Offer :

CTC : R1.2M with strong bonus incentives

Comprehensive benefits : medical aid pension and life insurance

Client-facing autonomy with a strong support network and internal referral structures

Opportunity to work with a market-leading private bank in a high-impact and influential role

Base location in Stellenbosch with scope for local and international networking

Cultural Fit :

We are looking for intelligent energetic professionals with a natural flair for client relationships. You should thrive in high-performance environments enjoy working autonomously and have a strong sense of professionalism. A dynamic well-spoken and polished individual with a suited and booted appearance and spark in personality will excel in this role.

About the Role :

An exciting opportunity exists for an experienced External Banker to join the High Net Worth International team within a prestigious Private Bank based in Stellenbosch Winelands . The role focuses on relationship management and acquisition of high-net-worth (HNW) clients requiring the ability to understand complex personal and family financial structures and to articulate and deliver the Private Banks value proposition .

This role is ideal for candidates with strong deal structuring experience an in-depth understanding of wealth management and a natural ability to build trust and long-term client relationships. The successful candidate will work closely with internal investment wealth and specialist banking teams as well as collaborate with international geographies for cross-border client solutions.

Key Responsibilities :

Manage and grow a portfolio of high-net-worth clients focusing on retention and referral-based acquisition

Build tailored banking solutions through an understanding of client balance sheets business and family structures

Collaborate with internal teams across wealth lending and investment to deliver integrated financial offerings

Connect clients with international banking divisions and leverage cross-border expertise

Maintain compliance with regulatory and ethical standards in all client interactions

Proactively identify new opportunities for structured lending wealth management and property finance

Ideal Candidate Profile :

Experienced Private Banker with deep client-facing exposure OR

Qualified Chartered Accountant (CA(SA)) CFA MBA or CIMA with 56 years in financial services

Proven ability to network influence and deliver client-centric solutions

Understanding of deal structuring offshore investment and complex financial arrangements

Comfortable working with high-profile high-value clients in a fast-paced results-oriented environment

Collaborative confident and skilled in cross-functional relationship-building

Skills & Competencies Required :

Deal Structuring & Financial Planning

Client Acquisition & Relationship Management

Wealth Management & Structured Lending

Strong marketing and cross-selling abilities

Excellent communication and presentation skills

High levels of analytical commercial and quantitative acumen

Naturally sociable polished and professional in client engagements

Qualifications :

Tertiary Degree in Accounting Finance or a related field (CA(SA) MBA CFA or CIMA preferred)

Minimum 56 years experience in financial services or private banking

If you are driven strategic and passionate about working with high-net-worth individualsand youre ready for a new challenge in private banking wed love to hear from you.

Key Skills

Bidding,Electrical Installation,Food Technology,Customer Service,Customer Care Service

Employment Type : Full-Time

Experience : years

Vacancy : 1