Private Wealth Manager

Full time Bankprofile in Private Client Portfolio Management
  • Post Date: March 12, 2024
  • Apply Before : April 12, 2024
  • Salary: Negotiable
  • Applications 9
  • View(s) 341
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Job Detail

  • Career Level Manager
  • Experience 5 Years
  • Gender N/A
  • Industry Banking
  • Qualifications Degree Bachelor

Job Description


  • BCom Degree in Business Management / Finance / Marketing.
  • Certified Associate of the Institute of Bankers Master of Business Administration (MBA)
  • Certified Financial Analyst.
  • Minimum 5 years working experience in wealth management.
  • At least 3 years in Relationship Management, in a managerial role.

Key Result Areas

  • Provide superior client service, regular client visits and client interactions in order to ensure that one stays close to the clients.
  • Strong cross-sell to CIB, Bancassurance and other relevant business units.
  • Achieve quality and turnaround standards through relevant systems, processes and procedures.
  • Keep clients updated with queries and business relations as it progresses.
  • Understand and respond to client’s business and personal needs.
  • Understand and apply the bank’s risk and credit policy and manage client expectations accordingly when meetings are held with clients.
  • Improve team efficiency and effectiveness continuously.
  • Respond within agreed timelines to tasks and responsibilities deployed onto the relevant systems.
  • Build sound client relationships with staff and instill trust amongst clients t placed to manage the complexity of their business, personal and household requirements.
  • Continuous client engagements needed and this to be supported with detailed call reports.
  • Ensure the team delivers on all targeted products and services as measured through the relevant client management systems and the contribution statement.
  • Lead teams to build and maintain effective professional relationships with low to high value profile clients through contact management.
  • Lead teams to engage clients and in a manner that is relevant to their specific circumstances.
  • Market and unearth sales/solution opportunities and to create advocates among their clients and new clients.
  • Support teams to deliver quality client engagements.
  • Manage escalated client complaint to ensure agile resolution.
  • Ensure and apply compliance with Risk standards by completing specified compliance training and ensuring that teams complete theirs.
  • Ensure teams execute on the client centric objectives.
  • Ensure adherence to relevant systems, processes, standards, protocols, procedures and take corrective action where necessary.
  • Improve client service delivery when providing tailor made financial solutions and client service.
  • Manage performance of staff through regular engagements.
  • Review team’s work output and deliverables and ensure corrective action is taken.
  • Mentor and coach staff on identified performance gaps and track corrective action.
  • Create a collaborative environment of teamwork that will ensure motivated staff that shares knowledge and information to enable decision making.
  • Stay abreast in field of expertise and deliver on the expectations from stakeholders.
  • Maintain a capable high performing team and ensure an environment for optimal performances.
  • Manage the on boarding process of new employees.
  • Attend and apply learning from relevant training programs.
  • Ensure transformational targets are met for own team through consideration of targets during the staff recruitment, retention and training process and utilising suppliers listed on the preferred supplier list.
  • Contribute to a culture conducive to the achievement of transformation goals by participating in Culture building initiatives.
  • Participate in culture surveys and address issues raised to improve results through the implementation of action plans.
  • Create a client service culture through various required interventions.
  • Support and encourage staff to participate and support corporate responsibility initiative.
  • Achieve operational excellence by supporting the implementation of business optimisation
    improvement through team engagement.


Required skills

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