Private Banker UHNW

Description

• To proactively acquire new high nett worth clients and develop, maintain and expand the client portfolio through providing holistic and appropriate solutions to meet client needs

Duties

• Build and nurture strong relationships with ultra-high-net-worth clients, many of whom are decision-makers, business leaders, and highly influential in Namibia’s business world
• Provide bespoke financial solutions tailored to the sophisticated needs of UHNW individuals, ensuring FNB remains their primary banking partner
• Drive business growth and profitability by managing a high-value client portfolio, acquiring new clients, and collaborating strategically with the business segment
• Navigate and manage the complexities of working with both resident and non-resident clients, ensuring compliance with regulatory requirements and offering tailored solutions
• Leverage your extensive knowledge of investments, credit, risk, finance, and wealth management to deliver value-driven and client-centric outcomes
• Act as a trusted banker, delivering exceptional customer experiences while identifying opportunities to expand the customer base with profitable clients
• Compile and present detailed reports to guide informed business decisions and align with FNB’s growth objectives
• Demonstrate leadership and communication skills, effectively managing client portfolios while mentoring and guiding team members
• Travel flexibly and independently to meet the demands of high-value clients, maintaining a client-centric approach at all times
• Analyze client needs and product offerings to develop tailored strategies that reduce the cost of capital, increase transactional revenue, and achieve revenue and profit growth
• Stay customer-focused while managing risks within your area of responsibility and driving strategic business growth
• Communicate effectively, work independently, and take personal accountability for success while maintaining strong management and follow-up skills to ensure operational efficiency

Requisites

• Have a relevant industry qualification or Commerce degree
• Have a Degree in Economics, Finance, or Investments Management. Post Graduate Dip Financial Planning / CFP will be an advantage
• Have 5 to 7 years relevant client-facing experience, with a strong background in investments, corporate finance and Private banking
• Possess strong knowledge of credit, risk management, compliance, and wealth management products and services
• Hold a valid driver’s license and have your own transport (essential)
• Are experienced in navigating the dynamics of working with self-employed and business leader clients, understanding their unique needs and decision-making processes

Notes

• Only shortlisted applicants will be contacted