Relationship Banker, Private Bank, Knysna

Business Segment: Personal&Private Banking

To proactively promote a deep relationship-based offering, related initiatives, and activities aimed at creating value for both the client and the bank by optimizing the client experience, fostering deep relationships, and driving profitability.

Key Responsibilities

Build and maintain strong, long-term relationships with high-net-worth individuals by understanding their financial needs, ensuring proper client segmentation, and driving retention through proactive engagement.

Optimize client experience by managing portfolios, advising on lending products, driving digital banking adoption, resolving complaints effectively, and ensuring compliance with regulatory and risk management policies.

Drive profitability by analyzing client financial behaviors, identifying revenue opportunities, strengthening relationships through proactive engagements, collaborating with internal specialists and credit teams, and ensuring seamless service delivery.

Qualifications

FAIS aligned Degree in Business Commerce (NQF7 or higher)

Experience Required

3+ years of experience in Personal and Private Banking, specializing in Affluent Clients.

Proven sales performance in branch banking, covering key areas such as universal banking, BDC/Forex operations, credit management, and client servicing.

Strong understanding of financial markets and wealth management strategies.

Additional Information

Articulating Information&Providing Insights

Developing Expertise

Examining Information&Interpreting Data

Interacting with People&Team Working

Banking Process&Procedures

Commercial Acumen

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