Private Banker

Private Banker

Job Title: Private Banker
Location: Western Cape
Reference: JN -112018-14070
Contact Name: Shelly Marais
Contact Email:
Job Published: March 19, 2019 13:33

Job Description

Duties include but are not limited to: 

  • Achieve revenue targets by either growing a portfolio of existing clients or by acquiring new clients and driving profit growth through reducing cost of capital, increasing transactional revenue and balance sheet growth
  • Maximise cross sell opportunities through the identification of specialist advisory requirements
  • Deliver exceptional service that exceeds client expectations through proactive, innovative and appropriate solutions
  • Using bank products to negotiate profitable deals and grow the business
  • Proficient interpretation of financial statements to support responsible credit management and mitigate risk
  • Assessment of client's cash flow probabilities in order to calculate risk


Required experience: 

  • BCom Degree or equivalent
  • CFP highly advantageous 
  • Experience in a similar role 
  • Structuring a Credit deal/Structured lending experience 
  • Project Management skills 


Relocators welcome (N.B. at own cost).

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