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

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

Job summary

A prestigious Private Bank seeks an experienced External Banker for its High Net Worth International team in Stellenbosch. This role focuses on client relationship management, acquisition of high-net-worth clients, and delivering tailored banking solutions. Candidates must have strong deal structuring experience and the ability to navigate complex financial arrangements, thriving in a high-performance environment.

Benefits

Performance-based bonuses

Comprehensive benefits including medical aid

Client-facing flexibility

Qualifications

• 5-6 years experience in financial services or private banking.
• Qualified professional in relevant financial certifications.

Responsibilities

• Manage and grow a portfolio of high-net-worth clients.
• Build tailored banking solutions based on client needs.
• Collaborate with internal investment and wealth teams.

Skills

Deal Structuring

Client Acquisition

Relationship Management

Wealth Management

Analytical Skills

Commercial Acumen

Education

Tertiary Degree in Accounting or Finance

CA(SA), MBA, CFA, or CIMA

Job description

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

Location: Stellenbosch, WinelandsDivision: Private Banking – High Net Worth International TeamType: Full-Time | On-site with client-facing flexibilityCTC: R1.2M + performance-based bonuses

What’s 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 Bank’s 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:

• ExperiencedPrivate Banker with deep client-facing exposure OR

• Qualified Chartered Accountant (CA(SA)), CFA, MBA, or CIMA 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

• 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 5–6 years’ experience in financial services or private banking

If you are driven, strategic, and passionate about working with high-net-worth individuals—and you're ready for a new challenge in private banking—we’d love to hear from you.