Manager, Relationship, Private Banking, Soweto

Overview Business Segment: Personal&Private Banking

Location: ZA, Gauteng, Johannesburg, Pretoria

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.

Qualifications Type of Qualification:

First Degree (NQF7) and RE

Field of Study:

Business Commerce

Experience Required

Affluent Clients

Personal and Private Banking

Responsibilities

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.)

Sound knowledge of the Bank's laid down policies and procedures as it relates to the processing of customer transactions

Proactively promote a relationship-based offering through a primary point of contact, which meets the client expectations by providing personalized financial solutions in line with the client value proposition.

Prepare and submit quality credit applications for evaluation and/or approval by Credit, where required or oversees the preparation of credit applications. Conducts credit reviews as and when required

Analyse client’s financial information and formulates solutions on how to respond to a client’s needs and requirements accordingly (e.g., a client is experiencing a cash flow problem)

Additional Information

Articulating Information

Conveying Self-Confidence

Developing Strategies

Empowering Individuals

Examining Information

Exploring Possibilities

Impressing People

Interacting with People

Interpreting Data

Producing Output

Providing Insights

Pursuing Goals

Taking Action

Thinking Positively

Upholding Standards

Banking Process&Procedures

Commercial Acumen

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