Manager II, Relationship, Private Banking
Manager II, Relationship, Private Banking
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
To grow maintain and retain a portfolio of signature banking customers in line with the segment value propositions related initiatives and activities aimed at creating value for the client and the bank.
Qualifications :
Minimum Qualifications
Type of Qualification: First Degree (NQF7)
Field of Study: Business Commerce
Experience Required
Affluent Clients
Personal and Private Banking
- 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.)
- The ability to analyse customer needs by engaging with them analysing their personal financial objectives as well as their current financial position
- Proactively promote a relationship-based offering through a primary point of contact which meets the client expectations by providing personalized financial solutions in line with the client value proposition.
- Prepare and submit quality credit applications for evaluation and/or approval by Credit where required or oversees the preparation of credit applications. Conducts credit reviews as and when required
- Analyse clients financial information and formulates solutions on how to respond to a clients needs and requirements accordingly (e.g. a client is experiencing a cash flow problem)
Additional Information :
Behavioural Competencies:
- Articulating Information
- Conveying Self-Confidence
- Convincing People
- Developing Expertise
- Developing Strategies
- Exploring Possibilities
- Impressing People
- Interacting with People
- Interpreting Data
- Making Decisions
- Meeting Timescales
- Producing Output
- Providing Insights
- Pursuing Goals
- Seizing Opportunities
- Taking Action
- Understanding People
- Upholding Standards
- Valuing Individuals
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
