Job Openings at Paton Personnel

Job description

Business Development Consultant – Fiduciary / Trusts (Cape Town & Pretoria)

An innovative and reputable bank is looking for an energetic and engaging addition to their team. Utilise your 2-3 years in a relationship management experience within Fiduciary Services to deliver fiduciary solutions to clients by understanding their business and needs through relationship management. Previous experience in managing Financial and Business Results required.

Required:

• LLB / B.Com / CFP
• Minimum 2 years relevant experience

This role offers excellent career trajectory for aspiring Financial Planners/ Fiduciary Specialists or Business Development Executives

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]

go to method of application »

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]