The ideal candidate should be able to:
Engage directly with High-Net-Worth clients to understand their financial needs, objectives, and structures.
Deliver expert guidance on complex banking solutions in a clear and client-friendly manner.
Participate in joint client meetings alongside Wealth Advisors and other specialists.
Provide responsive support for time-sensitive and complex client banking requests.
Assist in resolving escalated or sophisticated banking service issues.
Provide in-depth technical knowledge across: Lending solutions ; Deposit products & Cash management services
Serve as the subject-matter expert for complex and bespoke banking arrangements.
Stay current on regulatory, risk, and compliance changes impacting banking products and services.
Structure sophisticated credit facilities, including; Unsecured lending; Lines of credit; Specialised and bespoke lending solutions
Arrange mortgages for luxury properties and complex ownership structures.
Collaborate with internal credit, risk, and lending teams to ensure compliant execution.
Design and implement customized cash management strategies, including for non-trading entities.
Facilitate foreign currency transactions and support international banking requirements.
Coordinate cross-border banking solutions in line with regulatory frameworks.
Work closely with relationship managers, wealth advisors, product specialists, and operational teams.
Translate complex banking structures into actionable solutions for both clients and internal stakeholders.
We can be a match if you have:
Proven experience in banking, private banking, or high-net-worth client environments
BCom Degree - NQF7 FSCA approved
RE5 Certificate
Strong expertise in:
Lending and credit structuring
Deposit and cash management solutions
International banking and FX
Sound understanding of banking regulations, risk, and compliance
Strong client engagement and solution-structuring capability
Ability to explain technical banking solutions clearly and confidently
High attention to detail with strong execution discipline