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

Minimum Qualifications

• Type of Qualification: First Degree
• Field of Study: Business Commerce

Experience Required

• Client Coverage
• Personal and Private Banking
• 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.) Working with private banking clients with at least 1 year spent managing a portfolio.

Behavioural Competencies:

• Adopting Practical Approaches
• Checking Details
• Convincing People
• Embracing Change
• Examining Information
• Exploring Possibilities
• Managing Tasks
• Meeting Timescales
• Producing Output
• Resolving Conflict
• Team Working

Technical Competencies:

• Banking Process & Procedures
• Client Knowledge
• Client Retention
• Client Servicing
• Customer Understanding ( Consumer Banking)
• Risk Awareness
• Risk Identification