Private Banker
Core
Manage primary relationships with Private Wealth clients in a virtual Omni-channel environment, overseeing financial activities and driving income growth.
Role type
Private Banker (Virtual)
Builds
Client portfolios and revenue streams for Private Wealth clients
Domain
Banking / Private Wealth
Deliverable
client delivery
Required skills
client relationship management, lead generation, client onboarding, retention strategies, pricing negotiation, cross-selling and up-selling, risk and credit assessment, regulatory compliance (FAIS, FICA, NCA)
Preferred skills
industry sector knowledge, continuous professional development (CPD)
Technologies
virtual Omni-channel platforms, prescribed banking systems
Responsibilities
Own the primary client relationship as the main contact point; secure new business through lead generation and onboarding; review and negotiate pricing structures; protect assets through risk and credit assessment; ensure compliance with Financial Advisory and Intermediary Services Act, Financial intelligence Centre Act, and National Credit Act; drive portfolio income growth through client reviews and service requests.
Seniority
Individual Contributor