Private Banker

Description

• To proactively optimise a portfolio of Wealth Clients with the objective of addressing their financial needs and ensuring client profitability as well as retaining the client base

Duties

• Stay customer-focused while demonstrating leadership in driving business growth and profitability
• Manage risks within your area of responsibility while driving strategic business growth
• Compile and present detailed reports to guide informed business decisions
• Identify and capitalize on opportunities to expand the customer base with profitable clients
• Achieve revenue and profit growth by managing client portfolios, acquiring new clients, reducing the cost of capital, and increasing transactional revenue
• Analyze client needs and product offerings to ensure FNB is their primary banking partner
• Lead with strong relationship management, leveraging your knowledge of investments, finance, and Private Banking to deliver exceptional results
• Communicate effectively, work independently, and take personal accountability for your success
• Demonstrate management and follow-up skills to ensure tasks are completed efficiently while maintaining a customer-focused approach

Requisites

• Have a relevant industry qualification or Commerce degree
• Have 3 to 5 years’ experience in a similar environment, of which 1 to 2 years, ideally at management level or a junior specialist level
• Possess 3 to 5 years of experience in a similar environment, ideally within private / business banking or wealth management and at a management level or junior specialist level
• Have a strong knowledge of credit, risk management, and compliance requirements
• Hold a valid driver’s license and have own transport
• Demonstrate an understanding of the financial needs and aspirations of young professionals, including career progression, wealth building, and financial planning
• Have a solid grasp of digital banking tools and the ability to promote and leverage these solutions to provide a seamless banking experience for young professionals

Notes

• Only shortlisted applicants will be contacted