To ensure the implementation of the Private Banking value proposition and its financial and non-financial objectives in alignment with the overall Affluent Clients requirements through a team of Private Bankers.
Qualifications :
Bachelor of Commerce Degree or related
Additional Information :
Experience:
- 3-4 years: Experience in developing designing and enabling segment value propositions. Strong understanding of digital open banking and platform integrations.
- 5-7 years: Experience in all facets of consumer banking including heading up a segment. Knowledge and experience of Affluent consumers their needs and their markets gained from an extended period of industry experience and a proven track record in organisations of comparable size and complexity. Experience in managing an income statement and balance sheet.
Key Responsibilities:
- Ensures profitability of the Private Banking portfolio through the identification of opportunities actively managing customer migration between segments and sub-segments etc.
- Ensures successful retention of existing customers to strengthen and expand relationships by intimately understanding the customer servicing the customers personal financial needs and focusing on the execution of the customer plan through product and service providers.
- Ensures that client requirements (e.g. product services or value adds) are met in consultation with internal stakeholders (e.g. Product Distribution Digital etc.) and/or through external partnerships and opportunities.
- Ensures the delivery of seamless multi-product client experiences to address life events distributed through client engagement platforms.
- Identifies adverse trends and opportunities within the market and puts appropriate action plans in place.
Behavioural Competencies:
- Developing Strategies
- Embracing Change
- Empowering Individuals
- Establishing Rapport
- Pursuing Goals
Technical Competencies:
- Business Development
- Customer Understanding (Consumer Banking)
- Economic Capital Management
- Risk Response Strategy
- Risk/ Reward Thinking
Remote Work :
No
Employment Type :
Full-time
To ensure the implementation of the Private Banking value proposition and its financial and non-financial objectives in alignment with the overall Affluent Clients requirements through a team of Private Bankers.Qualifications : Bachelor of Commerce Degree or relatedAdditional Information : Experie...
To ensure the implementation of the Private Banking value proposition and its financial and non-financial objectives in alignment with the overall Affluent Clients requirements through a team of Private Bankers.
Qualifications :
Bachelor of Commerce Degree or related
Additional Information :
Experience:
- 3-4 years: Experience in developing designing and enabling segment value propositions. Strong understanding of digital open banking and platform integrations.
- 5-7 years: Experience in all facets of consumer banking including heading up a segment. Knowledge and experience of Affluent consumers their needs and their markets gained from an extended period of industry experience and a proven track record in organisations of comparable size and complexity. Experience in managing an income statement and balance sheet.
Key Responsibilities:
- Ensures profitability of the Private Banking portfolio through the identification of opportunities actively managing customer migration between segments and sub-segments etc.
- Ensures successful retention of existing customers to strengthen and expand relationships by intimately understanding the customer servicing the customers personal financial needs and focusing on the execution of the customer plan through product and service providers.
- Ensures that client requirements (e.g. product services or value adds) are met in consultation with internal stakeholders (e.g. Product Distribution Digital etc.) and/or through external partnerships and opportunities.
- Ensures the delivery of seamless multi-product client experiences to address life events distributed through client engagement platforms.
- Identifies adverse trends and opportunities within the market and puts appropriate action plans in place.
Behavioural Competencies:
- Developing Strategies
- Embracing Change
- Empowering Individuals
- Establishing Rapport
- Pursuing Goals
Technical Competencies:
- Business Development
- Customer Understanding (Consumer Banking)
- Economic Capital Management
- Risk Response Strategy
- Risk/ Reward Thinking
Remote Work :
No
Employment Type :
Full-time
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