Job Description:

• To grow and retain a portfolio of high-value Premium Segment relationships through partnering for growth using an ecosystem mindset to proactively provide a high-end differentiated service with premium solutions that add value.
• Develop and execute strategic plans to grow a portfolio of high-value Premium Segment clients, ensuring consistent revenue growth and client retention.
• Cultivate and maintain strong, professional relationships with key decision-makers within client organisations, positioning oneself as a trusted financial advisor.
• Conduct thorough analyses of clients’ business needs and financial objectives to identify opportunities for cross-selling and upselling premium banking solutions.
• Collaborate effectively with internal stakeholders across various departments to deliver tailored, high-end financial services that meet and exceed client expectations.
• Implement a proactive approach to risk management, ensuring compliance with all relevant regulatory requirements and internal policies.
• Monitor market trends and competitive landscape to identify new opportunities and potential threats to the Premium Segment portfolio.
• Prepare and deliver comprehensive financial presentations and proposals to senior executives of client organisations.
• Manage and resolve complex client issues with utmost professionalism and urgency, maintaining the bank’s reputation for excellence in customer service.
• Consistently achieve and exceed performance targets related to portfolio growth, client satisfaction, and revenue generation.
• Mentor and guide junior team members, fostering a culture of excellence and continuous improvement within the Premium Segment division.

Qualifications

Educational Qualifications

• Bachelor’s degree in business, Finance, Economics, Accounting, or a related field. (FAIS aligned)
• A master’s degree (MBA) or postgraduate diploma in Business Administration, Finance, or Banking may be advantageous.
• Professional certifications such as Certified Banker (CB), Certified Financial Planner (CFP), or Chartered Financial Analyst (CFA) can be a plus.

Work Experience

• 3–7 years of experience in business banking, commercial banking, or corporate banking.
• Proven experience in relationship management, financial advisory, or credit analysis for business clients.
• Experience in lending, credit risk assessment, and structuring financial solutions for business clients.
• Knowledge of SME banking, mid-market banking, or high-net-worth business clients is often required.