Job Description

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 customer’s 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 customer’s relationship with the Bank appropriately.

Qualifications

• First Degree

Experience

• 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.)

Behavioural Competencies:

• Articulating Information
• Conveying Self-Confidence
• Convincing People
• Developing Strategies
• Empowering Individuals
• Interpreting Data
• Producing Output
• Providing Insights
• Pursuing Goals
• Seizing Opportunities
• Taking Action
• Thinking Positively
• Understanding People

Technical Competencies:

• Banking Process & Procedures
• Commercial Acumen
• Customer Understanding ( Consumer Banking)
• Financial Acumen
• Product Knowledge (Consumer Banking)
• Risk Identification
• Risk Reporting