About us, purpose, experience and qualifications
Helpful Effective Ethical Innovative Accountable and you have one simple goal: to improve the lives of customers through simple, effective solutions that meet their needs, contact us today and join a winning team. All appointments will be made in line with the Bank’s Employment Equity plan The Bank actively supports the recruitment and advancement of individuals with disabilities. We recommend that candidates be encouraged to declare their disability and consult the Bank should they require reasonable accommodation.
Responsibilities + Skills
Experience in structuring non-traditional security-based lending facilities.Experience in providing tailored solutions to significant families.Experience in advising clients regarding Company Succession Planning.Experience in dealing with clients and structures across various jurisdictions.Product knowledge in Capital markets, risk management, investment management, trust and estate planning.
Relevant Degree in Finance or Economics or Accounting.FAIS accreditation required (RE).
3 to 5 years relevant client facing experience (PB Wealthy). Preferred:Strong background in investments, corporate finance, Private Banking or related advisory services.Experience in dealing with complex personal and juristic financial structures.Experience in analysing and interpreting complex personal and juristic financial statements (balance sheets,