Wealth Banker/Manager

Posted By on Jul 31, 2018 |

Location: | Job Type:

The role is to build and acquire new Wealth Management relationships, i.e. Transaction Banking, Credit, FX, etc. whilst maintaining existing Wealth Management relationships within the Bank. The role is to focus upon the Ultra-High Net Worth/Key Client & Family Office segments.  The Wealth Banker ensures collaboration with other business units throughout the Wealth Management business and wider organization. The Wealth Banker is responsible for participating in the formulation and embedment of client engagement strategies over a period of 6 to 18 months and aligned to the broader business plan for Wealth Advisory.

Education and Experience Required:

  • Masters / Bachelor’s degree or equivalent in a related field (Investments, Finance, Law, Accounting/Tax, Economics, Business Administration).
  • CFA/CA (SA) with 3 years minimum experience in a financial services industry.
  • CFP/Advanced Post Graduate Diploma Financial Planning.
  • Passed FSB regulatory exams.

 If you possess the above qualifications and experience and you are interested in this opportunity, please email your CV to  capsearch@capitala.co.za

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