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

• FAIS aligned Degree in Business Commerce (NQF7 or higher)

Experience Required:

• Proven sales track record with 5 -7 years of experience in Personal and Private Banking, demonstrating success in client acquisition, portfolio growth, and revenue generation.
• Strong expertise in financial analysis, risk assessment, and investment products, with in-depth knowledge of banking regulations, compliance, and market trends.
• Excellent customer relationship management skills, coupled with proficiency in banking systems, outstanding communication, and the ability to thrive in a fast-paced team environment.