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Private Banker UHNW

FNB

Posted 4 months agoWindhoek, Namibia

Location

Windhoek, Namibia

Job Type

Full-time

Experience

Mid-Level

Deadline

April 7, 2026

Category

Banking & Finance

Job Description

FNB (First National Bank) is part of the FirstRand Group, one of Africa's largest financial services groups. FNB Namibia provides a comprehensive range of banking and financial services including retail, commercial, and private banking. The Private Wealth division caters to ultra-high-net-worth clients with bespoke financial solutions.
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Requirements

  • Degree in Economics, Finance, or Investments
  • Post Graduate Diploma in Financial Planning or CFP designation is an advantage
  • 5 to 7 years of client-facing experience in investments, corporate finance, and private banking
  • Proven track record of managing UHNW or HNW client portfolios
  • Strong knowledge of investment products and wealth management solutions
  • Excellent relationship management and communication skills
  • Valid driver's licence
  • Experience in the Oil and Gas sector client base is advantageous

Responsibilities

  • Manage a specialised Private Wealth portfolio of foreign nationals, specifically focused on the Oil and Gas sector
  • Acquire, grow and retain Ultra High Net Worth (UHNW) client relationships
  • Provide holistic and personalised financial planning and wealth management advice
  • Identify and capitalise on cross-sell opportunities across the full spectrum of banking products
  • Deliver exceptional client service and ensure client satisfaction targets are met
  • Maintain compliance with regulatory requirements and internal policies
  • Collaborate with specialists across the business to deliver integrated solutions
  • Monitor portfolio performance and proactively manage client risk