Relationship Manager I, Private Bank
Relationship Manager I, Private Bank
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
We are seeking a dynamic and results-driven Relationship Manager to join our Private Banking team. This role is responsible for growing managing and retaining a portfolio of high-net-worth clients while delivering exceptional value through personalised financial solutions.
Key Responsibilities:
- Develop and maintain strong relationships with high-net-worth clients by providing tailored financial solutions proactive engagement and outstanding service.
- Conduct in-depth financial analyses create personalised banking strategies and ensure full compliance with regulatory requirements and internal policies.
- Analyse industry trends assess the competitive landscape and provide performance reports to support informed decision-making and drive business growth.
Qualifications :
- FAIS aligned Degree in Business Commerce (NQF7 or higher)
Essential Experience:
- A minimum of 5-7 years experience in sales service relationship management credit applications and financial acumen within the financial services industry.
- Proven ability to acquire manage and retain high-net-worth clients through tailored financial solutions proactive engagement and strong relationship-building skills.
- Strong financial analysis skills experience in credit applications debt restructuring and compliance with regulatory and risk management requirements.
- Advanced knowledge of banking products processes and procedures with the ability to make informed decisions empower individuals and drive business growth.
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 :
Full-time
Employment Type
Full-time
