Published 2026-03-07
Overview
The banker role is within the HNW Team based in Stellenbosch. The role requires the sourcing and acquisition of new HNW clients and the ability to articulate and sell our client’s Value Proposition. An understanding of HNW individuals’ financial position (personal balance sheet/business structures/family structures) and the ability to identify opportunities is a key competency required in this role.
Responsibilities
Sourcing new business through cold calling, extracting value from an existing client base, networking, and referrals
Meeting specified budget and targets per activity
Delivering a quality CRM service to existing clients
Presentation of products and services to clients
Providing financial advice to clients on:
Lending products: including Residential, Commercial Property, Secured loans
Local and international banking requirements
Treasury and forex
Being a connector and an “enabler” for the clients’ needs into the other divisions of our clients Requirements
Must be fluent in Afrikaans
Relevant Tertiary Degree (Preferably BCom Honours or LLB with Accounting)
Min 5 – 6 years financial services experience in Private Banking as a minimum
In-dept knowledge of credit and deal structuring
