Job title : Relationship Banker
Job Location : Gauteng,
Deadline : November 07, 2024
Quick Recommended Links
Key Purpose
- Build lasting relationships to retain a portfolio of high-net-worth clients by providing expert advice regularly in the structuring of a client’s portfolio to unlock long term value, while attracting new clients to meet future growth targets.
Areas of responsibility may include but not limited to
- Building long-term relationships with clients through consistent communication and interaction.
- Possessing a deep knowledge of Discovery Banks products and services offered to best represent the organization in client meetings.
- Sharing valuable and easy-to-understand information about products and services with their clients.
- Promote and maintain a positive corporate image as a Purple Relationship Banker
- Attend virtual or face-to-face meetings with clients.
- Responsible for maintaining and nurturing existing clients by analysing client portfolios and offering guidance to maximise the use of Discovery Bank products.
- Identifying new opportunities for cross-selling across the Discovery Group by means of referrals and upselling/upgrading existing clients within Discovery Bank.
- Excellent communication skills, foster loyalty, and advocacy among their clients by providing exceptional service, delivering on promises, and exceeding expectations.
- Important to liaise with other Relationship Bankers in the team, to share best practices, insights, and feedback.
- Proactively identifying potential clients and assistance with onboarding to increase the Purple client base.
- Queries or investigations are responded with the ‘today’s work today’ principle.
- The ability to be flexible and agile when dealing with ad-hoc tasks given by Management.
- Proactive and critical thinking to anticipate and solve problems posed by Purple clients.
Personal Attributes and Skills
- Work Ethic
- Commitment to hard work and dedication to one’s role.
- Problem Solver
- Come up with innovative solutions that will benefit the client and organisation.
- Looks beyond the obvious.
- Finds sustainable solutions.
Communication
- Excellent interpersonal skills and the ability to communicate clearly, effectively and build strong relationships with others.
Values Driven
- Committed to integrity and ethics in business.
- Behaves consistently with Discovery Values.
Team Player
- Ready, willing, and able to support the team.
Education and Experience
- Matric.
- Degree in Finance, Economics or Accounting.
- FAIS accredited (RE5).
- 3 to 6 years’ experience in a Private Banker role managing a portfolio of clients.
- Experience with face-to-face meetings with clients is essential.
How to Apply for this Offer
Interested and Qualified candidates should Click here to Apply Now
- Banking jobs
Apply for job
Related Jobs
Email Me Jobs Like These
New Job Alert
Never miss a chance!
Let us know your job expectations, so we can find you jobs better!
Showing 1–10 of 23 jobs