Private Banker

The Recruitment Council; Mbombela; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A financial services firm in Mbombela is seeking a Private Banker to provide tailored wealth management strategies to high-net-worth clients. The ideal candidate will have 5+ years in banking or financial planning, possess a relevant degree, and be a Certified Financial Planner. Responsibilities include acquiring clients and delivering expert financial advice while adhering to compliance standards.

Qualifications

• 5+ years in Banking, Wealth Management, or Financial Planning.
• Proven experience managing high-net-worth client portfolios.

Responsibilities

• Deliver personalised wealth management strategies.
• Conduct regular client reviews.
• Help clients navigate complex financial landscapes.
• Acquire new clients through networking.
• Strengthen client relationships.
• Drive vertical sales through holistic solutions.
• Partner with specialists for comprehensive solutions.
• Adhere to regulatory requirements.

Skills

Money management principles

Investment understanding

Fiduciary planning

Relationship management

Communication skills

Education

Degree in Finance, Economics, or Accounting

Certified Financial Planner (CFP) designation

Job description

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 insurance to deliver comprehensive solutions.
• Stay informed about regulatory changes, market movements, and wealth management trends to ensure clients stay ahead.
• Risk & Compliance: Adhere to FAIS and all regulatory requirements. Ensure all client interactions and solutions comply with governance and risk frameworks.

Qualifications

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

Experience

• 57 years in Banking, Wealth Management, or Financial Planning.
• 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.