Banker, Private
Banker, Private
Posted on :
17-06-2025
Employer Active
1 Vacancy
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Share
Send me jobs like this
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Job Description
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.
Job Responsibilities
- Retain Private Banking customers as per the criteria outlined in the segment value proposition and reflected by the Country segment strategy.
- Interact frequently and build strong working relationships with enabler and fulfilment functions (including credit specialists product specialists and wealth specialists) to shorten turnaround times.
- Liaise effectively with the sales team to ensure seamless transfer of clients after sale has been concluded to relationship management; Retain ownership of customer requests complaints and applications follow every task through to completion keeping the customer updated on progress.
- Conduct a needs analysis with all new and existing customers to ensure that product opportunities identified are appropriate to meet the customers needs and priorities.
- Pro-actively manage the portfolio to maximize revenue for the Bank (referring to fees margins and sales) minimize costs and risks whilst maintaining and entrenching the customers relationship with the Bank appropriately.
Qualifications :
- First Degree
Experience
- 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.)
Additional Information :
Behavioural Competencies:
- Articulating Information
- Conveying Self-Confidence
- Convincing People
- Developing Strategies
- Empowering Individuals
- Interpreting Data
- Producing Output
- Providing Insights
- Pursuing Goals
- Seizing Opportunities
- Taking Action
- Thinking Positively
- Understanding People
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
Employment Type
Full-time
Key Skills
Report This Job
Disclaimer: Drjobpro.com is only a platform that connects job seekers and employers. Applicants are advised to conduct their own independent research into the credentials of the prospective employer.We always make certain that our clients do not endorse any request for money payments, thus we advise against sharing any personal or bank-related information with any third party. If you suspect fraud or malpractice, please contact us via contact us page.
