Private Banker
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Job Location:
Monthly Salary:
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
To grow maintain and retain a portfolio of private banking customers in line with the segment value propositions related initiatives and activities aimed at creating value for the client and the bank.
Job Responsibilities
- Retain Private Banking customers as per the criteria outlined in the segment value proposition and reflected by the Country segment strategy.
- Interact frequently and build strong working relationships with enabler and fulfilment functions (including credit specialists product specialists and wealth specialists) to shorten turnaround times.
- Liaise effectively with the sales team to ensure seamless transfer of clients after sale has been concluded to relationship management; Retain ownership of customer requests complaints and applications follow every task through to completion keeping the customer updated on progress.
- Conduct a needs analysis with all new and existing customers to ensure that product opportunities identified are appropriate to meet the customers needs and priorities.
- Pro-actively manage the portfolio to maximize revenue for the Bank (referring to fees margins and sales) minimize costs and risks whilst maintaining and entrenching the customers relationship with the Bank appropriately.
Qualifications :
- University Degree
Experience
- 5-7 years experience in sales High Networth Individuals relationship management credit applications and financial acumen (i.e. proven sales track record in the financial service industry.)
Additional Information :
Behavioural Competencies:
- Adopting Practical Approaches
- Articulating Information
- Challenging Ideas
- Convincing People
- Exploring Possibilities
- Following Procedures
- Interacting with People
- Making Decisions
- Meeting Timescales
- Producing Output
- Showing Composure
- Understanding People
Technical Competencies:
- Active Listening
- Difficult Calls Management
- Electronic Communications & Devices
- Inbound Phone Statistics
- Query Resolution
- Telephone Caller Handling
Remote Work :
No
Employment Type :
Full-time
Key Skills
- Sales Experience
- Presentation Skills
- Financial Services
- Customer Service
- Financial Acumen
- Fraud
- Math
- Military Experience
- Banking
- Upselling
- Cash Handling
- RMF
About Company
Standard Bank Group is a leading Africa-focused financial services group, and an innovative player on the global stage, that offers a variety of career-enhancing opportunities – plus the chance to work alongside some of the sector’s most talented, motivated professionals. Our clients ... View more
