Private Banking Relationship Banker

To proactively deliver a deep relationship-based Private Banking offering through value-adding client engagement portfolio management and tailored financial solutions that enhance the client experience deepen relationships and support sustainable profitability for the bank.

Key Responsibilities:

• Build and maintain strong relationships with Private Banking clients through proactive and value-adding engagement.
• Drive portfolio growth through retention cross-selling sales delivery and identifying new client opportunities.
• Understand client needs and recommend suitable banking lending wealth and digital solutions.
• Support quality credit applications annual credit reviews and effective portfolio administration.
• Manage client queries complaints digital adoption risk and compliance requirements in line with bank standards.

Qualifications :

• Bachelor of Commerce Advanced Diploma or equivalent NQF 7 or higher qualification in Finance Business Commerce Accounting or a related field.
• Qualification must be FAIS recognised or FAIS aligned.
• The incumbent must meet the Fit and Proper requirements.

Experience Required:

• 2 to 4 years banking experience with exposure to affluent private banking or relationship-managed clients.
• Experience in sales service relationship management credit applications and financial solutioning within the financial services industry.
• Sound exposure to client portfolio management including identifying client needs recommending suitable banking solutions and supporting client retention.
• Experience in lending credit processes financial analysis and client reviews will be advantageous.
• Proven ability to identify sales opportunities and deliver value-adding solutions that support both the client and the bank.

Behavioural Competencies:

• Establishing Rapport and Understanding People
• Interacting with People and Articulating Information
• Conveying Self-Confidence and Convincing People
• Examining Information and Interpreting Data
• Making Decisions and Taking Action
• Seizing Opportunities and Pursuing Goals

Technical Competencies:

• Banking Process & Procedures
• Customer Understanding and Product Knowledge
• Financial Acumen
• Commercial Acumen
• Risk Identification
• Risk Reporting

Remote Work :

No

Employment Type :

Full-time

Experience: years
Vacancy: 1