Private Banker

Job description

To proactively optimise a portfolio of Wealth Clients with the objective of addressing their financial needs and ensuring client profitability as well as retaining the client base.

• 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.
• Analyse client’s current product offerings and solutions with the aim of ensuring Wealth is the client’s primary banking institution. In addition, identifying transactional and lending requirements.
• Understand and market all Transactional Banking products within the Wealth offering.
• Understand and market all Lending solutions within the Wealth offering: Overdrafts, Mortgage (Single HomeLoan), Mortgage (Multiple asset/ multiple property), Commercial Property Finance, Share Based Lending.
• Successfully implement, track and report on Client Campaigns and initiatives.
• Track, control and influence sales activities with the specific aim of achieving previously determined sales targets.
• Maximise cross sell opportunities.

Important Closing Date Note

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

10/10/26

All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.