Retail, Corporate & Commercial Banking

Credit & Credit Risk

Private Banking

Operational Risk

Client Services

Operations & Administration

Internal Auditing

Information Technology
 

Your 3 – 5 years of  Ultra-High Wealth Management experience coupled with your relevant qualifications (B Com/CFA/CA(SA)/CFP/Advanced Post Graduate Diploma in Financial Planning) will set you in good stead to succeed in this role. The role will focus on gathering and retaining AUM by providing the best advice and thought leadership to clients within the ultra-high net worth and family office segments. This is to be achieved by taking account of an individuals unique risk and return objectives and providing investment advice anchored on their investment philosophy. The Wealth Manager will display strategic thought leadership, based on analysis of current trends and market environments, contributing both at a regional as well as a national level whilst adhering to risk management processes and policies. Furthermore, they would look to identify new products for development whilst ensuring ongoing collaboration with other business units within the organisation. To apply, please send your CV in strictest confidence to... Read More

The elite offshore private banking division of a large financial services group is offering a challenging, high profile opportunity to an experienced banking executive. You will be required to lead a team of relationship managers and administrative staff whose focus will be the international banking requirements of high net worth individuals. Your sound understanding of offshore transactional banking issues, as well as expertise in credit analysis and management are key factors for this lucrative career move. Please send your CV to capsearch@capitala.co.za to... Read More

As a leading financial services operation in South Africa, our client receives acclaim for their superb skills base and consistent success in all areas.  Their expanding Private Banking Division requires a new business manager (B Com/CFP/Other Bus degree) with at least 4 years experience in providing high net worth clients with a range of financial solutions. With your focus on retirement planning and additional sound knowledge of unit trusts, offshore investments, trusts and fiduciary services, NOW is your chance to join an exemplary industry leader and be optimally rewarded for your skills and performance. To apply, please e-mail your CV to capsearch@capitala.co.za or complete the form... Read More

Wealth Banker/Manager


Location: | Requirements:

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 ... Read More

The banking arm of a leading and innovative financial services group is in search of solution driven financial planners who have a knack for developing new clients to join their well established and fast growing business. Your tertiary qualification coupled with a minimum of 3 years experience in Financial Planning, as well as a working knowledge of investments, risk and the Financial Services industry as a whole, will secure an interview. The ideal candidate will be assertive, hold high ethical standards and have the ability to influence. Take the opportunity to join this dynamic organisation and be optimally rewarded for your skills and performance. Send your CV in strictest confidence to... Read More

B-BBEE - We are a proud Level 4 Contributor