Private Wealth Banker - Coverage - Remote

Overview

This role involves building and maintaining professional business relationships with Private Wealth clients, focusing on achieving financial targets and enhancing customer experience.

In Short

• Build and maintain relationships with Private Wealth clients.
• Achieve financial targets and acquire new clients.
• Manage existing client relationships effectively.
• Involve in credit-related tasks.
• Engage in managing Assets under Management and Investments.
• Handle stakeholder management and query resolution.
• Participate in risk management activities.
• Requires a Bachelor’s Degree in Business, Commerce, or Management.
• Equal opportunity employer, focusing on diversity.
• Part of a major diversified financial services group in Africa.

Requirements

• Bachelor's Degree in Business, Commerce, or Management Studies.
• Experience in Private Wealth Management.
• Strong communication and relationship-building skills.
• Ability to meet financial targets.
• Knowledge of risk management practices.
• Understanding of credit and investment management.
• Proactive client acquisition skills.
• Stakeholder management experience.
• Ability to resolve client queries efficiently.
• Familiarity with regulatory and compliance frameworks.

Benefits

• Opportunity to work with a leading financial services group.
• Career growth in a dynamic environment.
• Supportive workplace culture focused on diversity.
• Access to a wide range of financial products and services.
• Involvement in meaningful client relationships.