Private Banker at Paton Personnel

Job description

Take this opportunity to be part of one of the largest banks in SA! If you are energetic and love engaging with HNW Private Clients you will fit right in. Proactively delivering banking solutions to private clients through an understanding of their needs. Use your knowledge to ensure compliance and risk. Collaborate with third parties, engaging to ensure solutions are delivered to clients.

Qualifications required:

• Professional Qualifications/Honour’s Degree in Business / Finance;
• FAIS Accreditation Regulatory Examination Level 1 / 5
• CFP ( highly advantageous)

Experience required:

4 - 5 years’ experience as a Private Banker. Must have experience in handling a HNW portfolio (R1.5million / R5million NAV).

Please note that if you have not received any response in 2 weeks you application was unsuccessful.

Send your CV to [email protected] / [email protected]