Relationship Manager II Private Bank
Relationship Manager II Private Bank
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
To strategically grow maintain and retain a portfolio of Signature Banking clients in alignment with the segments value propositions and initiatives with a strong emphasis on delivering tailored financial solutions and fostering longterm client relationships. The role is focused on creating sustainable value for both the client and the bank through hightouch engagement crossfunctional collaboration and proactive client service.
The role requires close collaboration with internal product credit and investment specialists to deliver integrated financial strategies aligned to each clients unique circumstances. A strong awareness of market developments and regulatory requirements is essential to ensure that all solutions remain relevant and compliant. Responsibilities also include identifying and converting new business opportunities through strategic networking maintaining accurate client records and contributing to the continuous enhancement of the client experience.
Qualifications :
Minimum Qualifications:
- FAIS aligned Degree in Business Commerce (NQF7 or higher)
- FAIS Representative certification is mandatory in line with regulatory requirements.
Essential Experience:
- Minimum of 7 years experience in financial services with at least 57 years in a relationship management or private banking role.
- Proven ability to analyse clients financial needs identify opportunities and deliver tailored financial solutions that create value for both client and bank.
- Demonstrated success in client acquisition retention and portfolio management within a highnetworth segment.
- Experience in structuring credit applications and facilitating complex lending investment and offshore product offerings.
- Proficient understanding of banking processes financial acumen and consumer banking products.
Additional Information :
Behavioural Competencies:
- Articulating Information & Providing Insights
- Interpreting Data & Examining Information
- Developing Expertise
- Convincing People & Establishing Rapport
- Producing Output
- Seizing Opportunities
- Taking Action
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 :
Fulltime
Employment Type
Full-time
