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Wealth Banker

Job Description: 

The role is to build and acquire new Wealth Management relationships i.e. Transactional Banking, Credit, FX whilst maintaining existing Wealth Management relationships within the Bank. The role is to focus upon the ultra high net worth / Key Client & Family Office segments.

The Wealth Banker is to ensure collaboration with other business units throughout the Wealth Management Business and wider organization.

The Wealth Banker is responsible to participate in the formulation and embedment of client engagement strategies over a period of 6 to 18 months and aligned to the broader business plan for Wealth Advisory.

Education and Experience Required:

CFA with 3 years minimum experience in a financial services industry; or CA (SA) 3 years minimum experience in a financial services industry; or  CFP / Advanced Post Graduate Diploma Financial Planning Law; Ideally should not under supervision for any sub categories under FSB licence of Absa Wealth advisory; ? Passed FSB regulatory exams; Where the above qualifications are not met, and where the candidate has a minimum of eight years relevant and related experience within a wealth management business and / or Capital Markets.

Knowledge & Skills: (Maximum of 6) ? Risk and quantitative analysis skills ? Strong networking and relationship management ability ? Excellent numerical reasoning and in-depth commerciality ? Business communication and interpersonal skills ? Persuasive and credible ? Decision making and ability to act on own initiative ? Taking responsibility for decisions ? Teamwork skills ? Exceptional communications skills and ability to communicate effectively with people at all levels of the organization and Clients (HNW, UHNW) – spoken, written and in person ? Ability to lead, plan and organise work and establish priorities, without supervision ? Positive and self motivated

Competencies: (Maximum of 5 competencies) ? Personal and Interpersonal Skills ? Deciding and initiating action ? Control environment ? Relating and networking ? Adapting and responding to change

 

Location: 

Durban, South Africa,

Company: 

Montana Resourcing

Education: 

No education

Job Category: 

Banking,Wealth Management

Working Experience: 

5 to 10 years

Contract Type: 

Full Time

Salary: 

R700000 to R1000000

Salary Frequency: 

Yearly

Job Reference #: 

1628364613