Private Banker at a Bank - Afrizan Personnel

Job description

Non negotiable experience and requirements for the role:

• Relevant degree (This is a deal breaker! It must be a completed, relevant degree)
• FAIS accredited
• 3 to 5 years relevant client facing experience (PB – Wealthy)
• 5 to 7 years relevant client facing experience (PB – UHNW)
• A proven track record of success in building relationships and developing new client relationships
• Strong background in investments, corporate finance, Private Banking or related advisory services
• Experience in dealing with complex personal and juristic financial structures
• Experience in analysing and interpreting complex personal and juristic financial statements (balance sheets, income statements, cash flow statements, financial ratios)
• Experience in structuring non-traditional security-based lending facilities
• Experience in providing tailored solutions to significant families
• Experience in advising clients regarding Company Succession Planning
• Experience in dealing with clients and structures across various jurisdictions
• Product knowledge in Capital markets, risk management, investment management, trust and estate planning would be an advantage