To proactively promote a relationship-based offering through a primary point of contact, this meets client expectations by providing personalized financial solutions in line with the Value Proposition. To provide a competent relationship-based offering to a Sub-Segment within the Private Banking Segment, that provides highly responsive and pro‑active financial and business solutions, focused on...
A financial services firm in Durban is seeking a Banker to source and acquire new high-net-worth clients. The ideal candidate will have over 5 years of experience in Private Banking and a strong understanding of financial services. Responsibilities include advising clients on lending products and achieving set budgets. Excellent networking, communication, and analytical skills are essential for...
Overview Banker, Relationship, Enterprise Portfolio Business Segment: Business & Commercial Banking To provide a virtual/ branch-based sales and service function by adding value to small businesses requiring financial and non-financial (e.g., platform business) solutions, which enables customers to pursue their ambitions, allowing them to stimulate and contribute to the South African...
To take demand from Personal Prestige and Private Banking clients for banking matters ranging from product questions to client account activities (e.g. opening of relevant accounts statements debit order information etc.) whilst forming an accurate assessment and understanding of that demand in order to act on it in a one-and-done manner that consistently delivers in line with client experience...
Job Requisition Details- REQ#142320- Location: Durban, KZN- Closing Date: 13 October 2025- Talent Acquisition: Bongiwe Mchunu- Job Family- Investment Banking- Career Stream- Coverage and Deal Origination- Leadership Pipeline- Manage Self: Professional- FAIS Affected Job Purpose- To create and increase revenue and economic profit from selected existing and new clients, effectively managing...
Description The successful candidate will join Investec's Tax & Fiduciary Advisory team, a specialist, high-performance private client team within Investec Private Bank and Investec Wealth & Investment International. The team provide high-net-worth and ultra-high-net-worth individuals, families, and business owners with bespoke, intergenerational tax and estate planning solutions — both...
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. - Act responsibly with work related...
Job Classification Requisition Melissa Cloete Business Unit - Nedbank Private & Wealth : High Net Worth Location - Nedbank Park Square Campus Umhlanga KZN - requires you to be based in Region Closing Date - 14 November 2025 Employment Equity Statement - Preference will be given to Applicants from Underrepresented Groups Job Family Sales and Services Career Stream Client...
Overview To support the Relationship Manager with the day-to-day administrative functions, portfolio management, entrenchment, and operational functions for an allocated Premium or Growth portfolio. To ensure that all compliance requirements within the portfolio are met and act as a central contact point for the client, providing sales and service fulfilment aligned to segment...
A leading recruitment agency is looking for a banking professional with 1-2 years of experience in Personal and Business Banking. In this role, you will engage with customers to address their needs, drive customer service excellence, and process banking transactions. You must have a good understanding of bank processes and the ability to validate customer information. This position is based in...
Overview The banker role is within the HNW Team based in Durban. The role requires the sourcing and acquisition of new HNW clients and the ability to articulate and sell our client’s Value Proposition. An understanding of HNW individuals’ financial position (personal balance sheet / business structures / family structures) and the ability to identify opportunities is a key competency required in...
A financial services firm in Durban is seeking a candidate to grow client base through networking and acquisitions. This role requires providing financial advice on various lending products and delivering quality CRM services. Ideal candidates should have a relevant degree, 5-6 years of experience in the sector, and strong networking and analytical skills, with an emphasis on compliance and...
Business Segment: Personal & Private Banking To take demand from Personal, Prestige and Private Banking clients for banking matters ranging from product questions to client account activities (e.g., opening of relevant accounts, statements, debit order information, etc.), whilst forming an accurate assessment and understanding of that demand in order to act on it in a one-and-done manner that...
To take demand from Prestige customers for any banking matters ranging from product questions to customer account activities (e.g., account status, statements, debit order information, etc.), as well as personal account opening whilst forming an accurate assessment and understanding of that demand in order to act on it in a one-and-done manner that consistently delivers what matters to the...
This role will require telling to, and networking within our clients specific target market to grow the client base and generate new business through a strong acquisitions focus. Responsibilities - Sourcing new business through cold calling, extracting value from an existing client base, networking, and referrals - Meeting specified budget and targets per activity - Delivering a quality CRM...
- 1 - 2 years experience in Personal and Business Banking. - Previous experience in branch banking or contact centre environment with good understanding of bank processes, policies and products. Duties and Responsibilities: - Engages with customers in order to understand what matters to the customer and deliver against those demands. - Drives customer service excellence in order to add value...
Qualifications Type of Qualification: First Degree/NQF7 Field of Study: Business Commerce Licenses & Certifications: FAIS Representative Experience Required Client Coverage Personal and Private Banking - 3-4 Years experience in sales, service, relationship management, credit applications and financial acumen - Analyse customers’ financial behaviour, current product holding and short to long...
The Finance Manager will have full P&L responsibility for the company, delivering the Monthly ManagementAccounts to the Head of Finance for review in line with reporting deadlines. A key aspect of the role will bemonitoring and analysing the financial performance of individual business streams within the Group. This will requirethe role to work closely with Operations to support the Head of...
Overview Business Segment: Business & Commercial Banking To provide a sales and service function by adding value to Enterprise Banking banking client's ecosystem requiring financial and non-financial (e.g., platform business) solutions. Qualifications 1. Educational Qualifications: - Minimum: - Secondary School (Matric) or equivalent. - A diploma or degree in Business Administration,...
Business Segment: Business & Commercial Banking To grow and retain a portfolio of high-value Premium Segment relationships through partnering for growth using an ecosystem mindset to proactively provide a high-end differentiated service with premium solutions that add value. - Develop and execute strategic plans to grow a portfolio of high-value Premium Segment clients, ensuring consistent...