Relationship Banker Private Bank
Relationship Banker Private Bank
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
To proactively promote a deep relationshipbased offering related initiatives and activities aimed at creating value for both the client and the bank by optimizing the client experience fostering deep relationships and driving profitability.
Key Responsibilities:
- Build and maintain strong longterm relationships with highnetworth individuals by understanding their financial needs ensuring proper client segmentation and driving retention through proactive engagement.
- Optimize client experience by managing portfolios advising on lending products driving digital banking adoption resolving complaints effectively and ensuring compliance with regulatory and risk management policies.
- Drive profitability by analyzing client financial behaviors identifying revenue opportunities strengthening relationships through proactive engagements collaborating with internal specialists and credit teams and ensuring seamless service delivery.
Qualifications :
Minimum Qualifications:
- FAIS aligned Degree in Business Commerce (NQF7 or higher)
Experience Required:
- 3 years of experience in Personal and Private Banking specializing in Affluent Clients.
- Proven sales performance in branch banking covering key areas such as universal banking BDC/Forex operations credit management and client servicing.
- Strong understanding of financial markets and wealth management strategies.
Additional Information :
Behavioural Competencies:
- Articulating Information & Providing Insights
- Establishing Rapport & Convincing People
- Developing Expertise
- Examining Information & Interpreting Data
- Interacting with People & Team Working
- Meeting Timescales
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
