Private Banking Relationship Lead: Wealth & Growth

Ithemba Recruitment- Sourcing Top Talent; Durban; On-site; ZAR 400,000 - 600,000; Full time

Job summary

A financial services recruitment agency seeks a skilled Private Banking Consultant in Durban. The role demands expertise in fostering customer relationships and offering tailored financial solutions. Ideal candidates will have a relevant degree, FAIS accreditation, and experience in Private Banking or Wealth Management. The position emphasizes both client retention and new business acquisition, requiring strong analytical and communication skills. Join a team dedicated to providing exceptional service and innovative financial solutions.

Qualifications

• 3 to 5 years of relevant Private or Wealth Banking experience.
• Experience in building customer relationships and managing banking risks.
• Knowledge of financial and wealth solutions.

Responsibilities

• Builds relationships with customers and strengthens existing ones.
• Communicates new product information to clients.
• Acquires new business to increase market share.

Skills

Analytical capabilities

Excellent verbal communication

Excellent written communication

Customer relationship management

Sales acquisition

Education

Relevant Degree in Finance or Economics or Accounting

FAIS accreditation (RE)

Job description

A financial services recruitment agency seeks a skilled Private Banking Consultant in Durban. The role demands expertise in fostering customer relationships and offering tailored financial solutions. Ideal candidates will have a relevant degree, FAIS accreditation, and experience in Private Banking or Wealth Management. The position emphasizes both client retention and new business acquisition, requiring strong analytical and communication skills. Join a team dedicated to providing exceptional service and innovative financial solutions.