Private Wealth Banker Pipeline - Bloemfontein
Based in South Africa
Core
Build and maintain professional business relationships across a portfolio of Private Wealth clients, achieve financial targets, and proactively acquire new clients.
Role type
Private Wealth Banker
Builds
Private Wealth client portfolio
Domain
Banking / Private Wealth
Deliverable
client delivery
Required skills
business relationship management, new business origination, credit task involvement, assets under management, investment management, stakeholder management, query resolution, risk management
Responsibilities
Manage and grow existing client relationships, Involvement in credit related tasks, Involvement in Assets under Management and Investments, Stakeholder Management, Query resolution, Risk Management