Job Description

• To assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management.

About the Role

• To assist in proactively managing a portfolio of affluent clients with a team of  Private Bankers through provision of analysis, research, sales and service  fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management.

Responsibilities.

• Proactively manage a portfolio of affluent clients with a team of Private Bankers through provision of analysis, research, sales and service fulfillment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management.
• Build sound relationships based on trust and openness.
• Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.
• Understand and market all financial services solutions within the relevant business offering.
• Assist with profit growth for the business through ensure effective management of the leads pipeline.
• Consistently produce high-quality outputs within agreed deadlines.

Essential Requirement & Qualifications

• Minimum Qualification – RE5 Certificate with a bachelor’s degree at NQF7 level in Finance, Business Management or Accounting.
• Experience – 3 to 5 years’ experience within a Sales/Service area of a financial environment i.e. Banking, Insurance & Investments.
• A person must not be unrehabilitated insolvent.

Required Skills

• Curious & courageous → Resilient Learning & Exploration
• Obsessed with mastery → Commitment to Excellence
• Client growth and lead generation → Business Development & Portfolio Expansion
• Compliance with governance and policy → Professional Integrity & Regulatory Adherence

End Date: November 19, 2025