Wealth Banker

Manage and grow a portfolio of high net worth clients, trusts, investment holding companies and businesses, servicing their banking, lending and foreign exchange requirements.

Requirements

• Postgraduate degree in Business, Commerce and Management Studies
• Identify and develop new High Net Worth and Ultra High Net Worth relationships
• Provide specialist advice and support in the development of tactical strategy and plans
• Manage and grow existing client relationships
• Quarterly meetings with each client
• Undertake annual credit reviews
• Maintain highest levels of service and delivery to existing clients
• Act as key contact point for all client transaction queries
• Involvement in credit related tasks
• Governance and control
• Query resolution
• Operational support

Benefits

• Equal opportunities employer
• Affirmative action employer
• Employment Equity Act compliance