Private Banker

  • Fast Recruitment
  • Sandton, Gauteng, South Africa
  • Sep 29, 2017
Permanent Accounting Banking

Job Description

Purpose of the role
To proactively optimise a portfolio of company clients with the objective of addressing their financial needs and ensuring client profitability as well as retaining the client base

Minimum of 3 years experience in a Sales or Client facing role within the financial services industry
DESCRIPTION Revenue Growth for Return on Investment (ROE) Achieve revenue targets by either growing a portfolio of existing clients (optimising revenue opportunities) or by acquiring new clients and increase potential of existing portfolio

Client Optimisation Analyse client’s current product offerings and solutions with the aim of ensuring that the company is the client’s primary banking institution. In addition, identifying transactional and lending requirements

Product Offerings and Solutions Understand and market all Transactional Banking products within the companies offering Understand and market all Lending solutions within the company offering:
• Overdrafts
• Mortgage (Single Homeloan)
• Mortgage (Multiple assets/multiple property)
• Commercial Property Finance


Send us your CV today to Fax :086 766 1149

Job Level


Salary Range

R30 000 - R40 000 per month