Relationship Banker, Private Bank
Relationship Banker, Private Bank
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
To proactively promote a deep relationship-based offering related initiatives and activities aimed at creating value for both the client and the bank by optimizing the client experience fostering deep relationships and driving profitability.
Key Responsibilities:
- Build and maintain strong long-term relationships with high-net-worth individuals by understanding their financial needs ensuring proper client segmentation and driving retention through proactive engagement.
- Optimize client experience by managing portfolios advising on lending products driving digital banking adoption resolving complaints effectively and ensuring compliance with regulatory and risk management policies.
- Drive profitability by analyzing client financial behaviors identifying revenue opportunities strengthening relationships through proactive engagements collaborating with internal specialists and credit teams and ensuring seamless service delivery.
Qualifications :
- FAIS aligned Degree in Business Commerce (NQF7 or higher)
Experience Required:
- 3 years of experience in Personal and Private Banking specializing in Affluent Clients.
- Proven sales performance in branch banking covering key areas such as universal banking BDC/Forex operations credit management and client servicing.
- Strong understanding of financial markets and wealth management strategies.
Additional Information :
Behavioural Competencies:
- Articulating Information & Providing Insights
- Establishing Rapport & Convincing People
- Developing Expertise
- Examining Information & Interpreting Data
- Interacting with People & Team Working
- Meeting Timescales
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
