Manager, Relationship, Private Banking

Business Segment : Personal & Private Banking

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.)
• 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.
• Prepare and submit quality credit applications for evaluation and / or approval by Credit, where required or oversees the preparation of credit applications. Conducts credit reviews as and when required
• Analyse client’s financial information and formulates solutions on how to respond to a client’s needs and requirements accordingly (e.g., a client is experiencing a cash flow problem)

Additional Information

Please note : All our recruitment processes comply with the applicable local laws and regulations. We will never ask for money or any from of payment as part of our recruitment process. If you experience this, please contact our Fraud line on or

#J-18808-Ljbffr