Private Banker UHNW – IRC221401 (m/f)

Duties

• To proactively acquire new high net worth clients and develop, maintain and expand the client portfolio through providing holistic and appropriate solutions to meet client needs
• Prevent wastage and identify process improvements to contain and reduce costs
• Identify and utilize opportunities for revenue growth to deliver on sales targets
• Focus on providing optimal services and improving service delivery processes to meet or exceed customer expectations
• Build working relationships across teams and functional lines to enhance work delivery, collaboration and innovation
• Ensure compliance to legislative and audit requirements and adherence to relevant processes
• Ensure the development, alignment and implementation of end-to-end processes within area of accountability for continued process improvement
• Compile reports that track progress and guide business to make informed decisions
• Provide appropriate banking solutions across the business to prospective clients
• Identify opportunities to expand our customer base with creditworthy and potentially profitable customers
• Assess own performance through seeking timely and clear feedback and request training where appropriate
• Assess own performance through seeking timely and clear feedback and request training where appropriate

Requisites

• Minimum Qualification : Degree in Finance and/or Economics third year Accounting FAIS accreditation required
• Experience 5 to 7 years relevant client facing experience
• Knowledge Required Strong background in investments, corporate finance, Private Banking

Notes

• Only shortlisted applicants will be contacted