Role purpose -
The Banking Specialist is responsible for delivering tailored, high-value banking solutions to High-Net-Worth clients. The role involves direct engagement with clients to understand complex financial needs and objectives, while providing expert banking advice and execution across lending, deposits, cash management, and international banking solutions.
This role acts as the technical banking expert, partnering closely with relationship managers, wealth advisors, and specialists to deliver seamless, responsive, and sophisticated client solutions.
Client Engagement & Advisory
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.
You will be a suitable candidate if you have;
Banking Product Expertise
Provide in-depth technical knowledge across: Lending solutions; Deposits; 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.
Lending & Credit Solutions
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.
Collaboration & Stakeholder Management
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.
Key Essential Requirements
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
Key Competencies
Client-centric advisory approach
Advanced technical banking knowledge
Strong problem-solving and decision-making skills
Excellent stakeholder management
Ability to operate with urgency and precision
Commercial and risk-aware mindset
End Date: June 14, 2026