Job Description

• To deliver a quality service and manage service gaps realised by clients as they engage through the bank’s various touchpoints.
• To deliver planned and proactive client engagements driven through holistic client reviews focused on achieving contextual client outcomes.
• Deepen bank-client relationships primarily focused on providing cross-pillar solutions for clients, working with the supporting product specialists to ensure holistic engagement and guidance for financial decisioning by clients.

Qualifications

• Type of Qualification: First Degree & RE
• Field of Study: Business Commerce
• Licenses & Certifications: FAIS Representative

Experience Required
Client Coverage
Personal and Private Banking

• 3-4 Years experience in sales, service, relationship management, credit applications and financial acumen (i.e., proven sales track record in the financial service industry.) Working with private banking clients with at least 1 year spent managing a portfolio.
• Identify business opportunities; creates additional sales for future growth; wants to win and outperform competitors
• Analyse customers’ financial behaviour, current product holding and short to long term financial needs to identify sales opportunities that are mutually beneficial to the bank and the customer.
• Ability to retain existing customers or clients, diagnose their needs and present product feature and benefits to retain their business.
• General awareness of risk management practices in a financial services organisation.