Private Banker

The Recruitment Council; White River; On-site; ZAR 600 000 - 800 000; Full time

Job summary

A dynamic financial services team is seeking a Private Banker in White River to provide tailored advice and innovative solutions for high-net-worth clients, helping them achieve their financial goals. The ideal candidate will have a strong understanding of wealth management principles and at least 5 years of experience in managing high-net-worth portfolios. Exceptional relationship management skills are essential. This role offers the opportunity to thrive in a collaborative and client-focused environment.

Qualifications

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

Responsibilities

• Deliver personalized wealth management strategies.
• Acquire new clients through networking and referrals.
• Partner with specialists to deliver comprehensive solutions.

Skills

Strong understanding of money management principles

Excellent relationship management

Communication skills

Education

Degree in Finance, Economics, or related field

Certified Financial Planner (CFP) designation

Job description

SUMMARY

Private Banker ( White River )

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 :

• Adhere to FAIS and all regulatory requirements.
• 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.