South Africa
PRIVATE BANKER
Industry:
Banking & Finance
Career level:
Mid-level
Employment type:
Full time
Job location:
South Africa, Calvinia
Salary offered
R 36 001 to R 48 000
Requirements
Education:
Bachelor's Degree
Experience:
0-2 years
Languages:
English
Driving license:
No
Job role
urpose
To proactively acquire new clients and develop, maintain and expand a client portfolio through high touch professional and personalised relationships with high net worth clients and the provision of holistic and appropriate solutions in meeting clients needs.
experience and qualifications
• Minimum Qualification - Relevant Degree in Finance or Economics or AccountingFAIS accreditation required (RE)
• Preferred Qualification - Certificate Financial Planning
• Experience - 3 to 5 years relevant client facing experience
• Preferred - Strong background in investments, corporate finance, Private Banking or advisory services
• Experience in dealing with complex personal and juristic financial structures
• Experience in analysing and interpreting complex personal and juristic financial statements (balance sheets, income statements, cash flow statements, financial ratios)
• E xperience in structuring non-traditional security-based lending facilities
• Experience in providing tailored solutions to significant families
• Experience in advising clients regarding Company Succession Planning
• Experience in dealing with clients and structures across various jurisdictions
• Product knowledge in Capital markets, risk management, investment management, trust and estate planning
• additional requirements
In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check.
responsibilities
• Prevent wastage, and on an ongoing basis identify process improvements in order to contain and reduce costs
• Continuously assess own performance, seek timely and clear feedback and request training where appropriate
• Deliver exceptional service adhering to relevant SLA agreements and offering appropriate solutions
• Build working relationships across teams and functional lines in order to enhance work delivery, collaboration and innovation
• Deliver internal and external customer service excellence through adherence to quality service standards
• Deliver exceptional and high quality service that exceeds customers’ expectations through proactive, innovative and appropriate solutions
• Maintain expert knowledge on all FirstRand approved products
• Identify and implement on opportunities for revenue growth in order to deliver on sales targets
• Cultivate and manage objective working relationships with a variety of stakeholders, including end-users, SME’s, project managers and senior staff members
Benefits
Medical insurance
Company background
FirstRand provides banking and insurance products and services to retail, commercial, corporate and public sector customers in South Africa and several African countries.
The Group’s track record of delivering superior returns to shareholders has been achieved through a combination of organic growth, acquisitions, innovation and the creation of completely new businesses. The Group is differentiated by its owner-manager culture and executes its strategy through a portfolio of leading franchises; Rand Merchant Bank (RMB), First National Bank (FNB), and WesBank.
FirstRand's objective:
- to be the African financial services group of choice
- by creating long-term franchise value
- through delivering superior and sustainable returns
- within acceptable levels of earnings volatility
- underpinned by alignment of shareholder value creation and management remuneration.
...driven by two growth strategies:
- in South Africa, focus on existing markets and areas currently under-represented;
- further grow African franchises in key markets and mine the Africa/Asia corridors.
