We are seeking a dynamic and results-driven Relationship Manager to join our Private Banking team. This role is responsible for growing managing and retaining a portfolio of high-net-worth clients while delivering exceptional value through personalised financial solutions.
Key Responsibilities :
- Develop and maintain strong relationships with high-net-worth clients by providing tailored financial solutions proactive engagement and outstanding service.
- Conduct in-depth financial analyses create personalised banking strategies and ensure full compliance with regulatory requirements and internal policies.
- Analyse industry trends assess the competitive landscape and provide performance reports to support informed decision-making and drive business growth.
Qualifications :
FAIS aligned Degree in Business Commerce (NQF7 or higher)Essential Experience :
A minimum of 5-7 years experience in sales service relationship management credit applications and financial acumen within the financial services industry.Proven ability to acquire manage and retain high-net-worth clients through tailored financial solutions proactive engagement and strong relationship-building skills.Strong financial analysis skills experience in credit applications debt restructuring and compliance with regulatory and risk management requirements.Advanced knowledge of banking products processes and procedures with the ability to make informed decisions empower individuals and drive business growth.Additional Information :
Behavioural Competencies :
Articulating Information & Providing InsightsInterpreting Data & Examining InformationDeveloping ExpertiseConvincing People & Establishing RapportProducing OutputSeizing OpportunitiesTaking ActionTechnical Competencies :
Banking Process & ProceduresCommercial AcumenCustomer Understanding ( Consumer Banking)Financial AcumenProduct Knowledge (Consumer Banking)Risk IdentificationRisk ReportingRemote Work : No
Employment Type : Full-time
Key Skills
Business Development,Sales Experience,Loyalty Marketing,Portfolio Management,Wealth Management,Financial Services,Algebra,Territory Management,Banking,Relationship Management,Customer relationship management,Geometry
Experience : years
Vacancy : 1