Private Banking Relationship Manager

To grow maintain and retain a portfolio of private banking customers in line with the segment value propositions related initiatives and activities aimed at creating value for the client and the bank.

Qualifications :

Type of Qualification: First Degree
Field of Study: Business Commerce Finance and Accounting or a related field

Preferred Qualifications: CISI CFP & Certified Securities & Investment certification

Experience Required
Affluent Clients
Personal and Private Banking
5-7 years
Experience in sales service relationship management credit applications and financial acumen (i.e. proven sales track record in the financial service industry.)

3-5 years
Experience in personal investment advisory wealth management and financial markets.

Behavioural Competencies:

• Providing Insights
• Developing Strategies
• Producing Output
• Seizing Opportunities
• Pursuing Goals
• Interacting with People
• Establishing Rapport
• Convincing People
• Articulating Information
• Meeting Timescales
• Empowering Individuals
• Thinking Positively

Technical Competencies:

• Banking Process & Procedures
• Commercial Acumen
• Customer Understanding (Consumer Banking)
• Financial Acumen
• Product Knowledge (Consumer Banking)
• Risk Identification
• Risk Reporting

Remote Work :

No

Employment Type :

Full-time