Private Banker

The Recruitment Council; Bloemfontein; On-site; ZAR 500,000 - 800,000; Full time

Job summary

A leading financial services firm in Bloemfontein seeks a Private Banker to empower high-net-worth clients with customized wealth management strategies. Ideal candidates should have 5–7 years experience in Wealth Management and hold a CFP designation. Responsibilities include portfolio management and ensuring governance compliance. A focus on relationship building and financial expertise is essential.

Qualifications

• 5–7 years experience in Wealth Management or related field.
• Proven experience managing high-net-worth client portfolios.

Responsibilities

• Deliver personalised wealth management strategies.
• Grow and manage a portfolio of high-net-worth clients.
• Ensure all client interactions comply with governance.

Skills

Money management principles

Investments

Fiduciary planning

Relationship management

Communication skills

Education

Degree in Finance, Economics, or related field

Certified Financial Planner (CFP) designation

Job description

SUMMARY

Private Banker

POSITION INFO

Do you thrive on building strong relationships and helping high-net-worth clients grow and protect their wealth?

This is your opportunity to join a dynamic financial services team as a Private Banker, where you’ll provide tailored advice, innovative solutions, and holistic financial strategies to help clients achieve their life goals.

Responsibilities

• Empower Clients with Expert Advice : Deliver personalised wealth management strategies, including investments, risk solutions, and estate planning.
• Conduct regular client reviews and provide insights based on market trends and economic conditions.
• Help clients navigate complex financial landscapes with clear, actionable advice.

• Grow & Manage a Portfolio of High-Net-Worth Clients : Acquire new clients through networking, referrals, and relationship-building.
• Strengthen client relationships through exceptional service and a deep understanding of their financial needs.
• Drive vertical sales and maximise value through holistic solutions.

Strategic Collaboration

• Partner with specialists across investments, lending, fiduciary, and to deliver comprehensive solutions.
• Stay informed about regulatory changes, market movements, and wealth management trends to ensure clients stay ahead.

Risk & Compliance

• Ensure all client interactions and solutions comply with governance and risk frameworks.

Qualification

• Degree in , Economics, or .
• Certified Financial Planner (CFP) designation.

Experience

• 5–7 years in , Wealth Management, or .
• Proven experience managing high-net-worth client portfolios.

Skills & Knowledge

• Strong understanding of money management principles, investments, and fiduciary planning.
• Ability to interpret complex financial statements.
• Excellent relationship management and communication skills.

Core Competencies

• Strategic Thinking & Commercial Acumen.
• Customer Service Orientation.
• Persuasiveness & Influencing Skills.
• Problem-Solving & Decision-Making.
• Building Strong Relationships.
• Resilience & Results Orientation.