Private Banking Relationship Manager

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.

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.)
• Sound knowledge of the Banks laid down policies and procedures as it relates to the processing of customer transactions
• 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.
• 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 Strategies
• Empowering Individuals
• Establishing Rapport
• Examining Information
• Exploring Possibilities
• Impressing People
• Interacting with People
• Interpreting Data
• Meeting Timescales
• Producing Output
• Providing Insights
• Pursuing Goals
• Seizing Opportunities
• Taking Action
• Thinking Positively
• Understanding People
• Upholding Standards

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