Private Wealth Banker

To build and maintain professional business relationships across a portfolio of Private Wealth clients, by achieving financial targets, proactively acquiring new clients, and improving customer experience, all within the scope of the Bank’s risk, regulatory and compliance frameworks.

• To own the primary relationship with our clients by being the client’s main contact point and to work collaboratively with specialists (ie financial and estate planners).
• To build, maintain and execute on client relationship plans.
• Secure new business through interaction and engagement with current and prospective clients.
• Ensure retention of clients within acceptable targets.
• Achieve customer satisfaction scores as per agreed threshold.
• Work seamlessly with the sales support team.
• Prepare weekly for performance discussions with Area Manager Coverage.
• Analyze sales achieved against opportunities in portfolios.
• Co-Manage high risk clients’ accounts in collaboration with Risk stakeholders.
• Takes ownership of the portfolios risk management.

• B-degree in Business, Commerce or Management Studies or equivalent NQF Level 7 qualification.
• Five years’ relevant Private or Wealth or Premium Banking experience.
• FAIS Compliance.
• National Diploma / Advanced Certificate in Business, or equivalent NQF Level 6 with 8 years’ experience in Private or Wealth Banking.
• Knowledge of Financial products.