Job Description
about usmake a promisebe deeply investedvalue our differencesbuild trust, not territoryhave couragealways do the right thingstay curious 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.purposeTo proactively acquire new clients and develop, maintain and expand a client portfolio through high touch professional and personalised relationships with high net worth clients and the provision of holistic and appropriate solutions in meeting clients needs.
Responsibilities + Skills
Education
Minimum :Relevant Degree in Finance or Economics or Accounting.FAIS accreditation required (RE).3 to 5 years relevant client facing experience (PB Wealthy)..Preferred:
Experience
Experience in dealing with complex personal and juristic financial structures.Experience in analysing and interpreting complex personal and juristic financial statements (balance sheets, income statements, cash flow statements, financial ratios)
