drjobs Relationship Manager I, Private Bank

Relationship Manager I, Private Bank

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1 Vacancy
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Job Location drjobs

Cape Town - South Africa

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

We are seeking a dynamic and resultsdriven Relationship Manager to join our Private Banking team. This role is responsible for growing managing and retaining a portfolio of highnetworth clients while delivering exceptional value through personalised financial solutions.

Key Responsibilities:

  • Develop and maintain strong relationships with highnetworth clients by providing tailored financial solutions proactive engagement and outstanding service.
  • Conduct indepth 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 decisionmaking and drive business growth.

Qualifications :

Minimum Qualifications:

  • FAIS aligned Degree in Business Commerce (NQF7 or higher)

Essential Experience:

  • A minimum of 57 years experience in sales service relationship management credit applications and financial acumen within the financial services industry.
  • Proven ability to acquire manage and retain highnetworth clients through tailored financial solutions proactive engagement and strong relationshipbuilding 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 :

Fulltime

Employment Type

Full-time

Company Industry

About Company

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