Private Banker

Do you thrive on building strong relationships and helping high-net-worth clients grow and protect their wealth?

This is your opportunity to join a dynamic financial services team as a Private Banker, where you’ll provide tailored advice, innovative solutions, and holistic financial strategies to help clients achieve their life goals.

• Deliver personalised wealth management strategies, including investments, risk solutions, and estate planning.
• Conduct regular client reviews and provide insights based on market trends and economic conditions.
• Help clients navigate complex financial landscapes with clear, actionable advice.

• Acquire new clients through networking, referrals, and relationship-building.
• Strengthen client relationships through exceptional service and a deep understanding of their financial needs.
• Drive vertical sales and maximise value through holistic solutions.

• Partner with specialists across investments, lending, fiduciary, and insurance to deliver comprehensive solutions.
• Stay informed about regulatory changes, market movements, and wealth management trends to ensure clients stay ahead.

• Adhere to FAIS and all regulatory requirements.
• Ensure all client interactions and solutions comply with governance and risk frameworks.

• Degree in Finance, Economics, or Accounting.
• Certified Financial Planner (CFP) designation.

• 57 years in Banking, Wealth Management, or Financial Planning.
• Proven experience managing high-net-worth client portfolios.

• Strong understanding of money management principles, investments, and fiduciary planning.
• Ability to interpret complex financial statements.
• Excellent relationship management and communication skills.

• Strategic Thinking & Commercial Acumen.
• Customer Service Orientation.
• Persuasiveness & Influencing Skills.
• Problem-Solving & Decision-Making.
• Building Strong Relationships.
• Resilience & Results Orientation.