Banker, Relationship Prestige Banking
Banker, Relationship Prestige Banking
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
To deliver a quality service and manage service gaps realised by clients as they engage through the banks various touchpoints. To deliver planned and proactive client engagements driven through holistic client reviews focused on achieving contextual client outcomes. Deepen bank-client relationships primarily focused on providing cross-pillar solutions for clients working with the supporting product specialists to ensure holistic engagement and guidance for financial decisioning by clients.
Qualifications :
Type of Qualification: First Degree & RE
Field of Study: Business Commerce
Licenses & Certifications: FAIS Representative
Experience Required
Client Coverage
Personal and Private Banking
- 3-4 Years experience in sales service relationship management credit applications and financial acumen (i.e. proven sales track record in the financial service industry.) Working with private banking clients with at least 1 year spent managing a portfolio.
- Identify business opportunities; creates additional sales for future growth; wants to win and outperform competitors
- Analyse customers financial behaviour current product holding and short to long term financial needs to identify sales opportunities that are mutually beneficial to the bank and the customer.
- Ability to retain existing customers or clients diagnose their needs and present product feature and benefits to retain their business.
- General awareness of risk management practices in a financial services organisation.
Additional Information :
Behavioural Competencies:
- Articulating Information
- Challenging Ideas
- Conveying Self-Confidence
- Convincing People
- Developing Expertise
- Establishing Rapport
- Examining Information
- Exploring Possibilities
- Impressing People
- Interacting with People
- Interpreting Data
- Making Decisions
- Meeting Timescales
- Providing Insights
- Pursuing Goals
- Seizing Opportunities
- Showing Composure
- Taking Action
- Team Working
- Understanding People
Technical Competencies:
- Banking Process & Procedures
- Client Knowledge
- Client Retention
- Client Servicing
- Customer Understanding ( Consumer Banking)
- Risk Awareness
- Risk Identification
Remote Work :
No
Employment Type :
Full-time
Employment Type
Full-time
