Job Description

• To provide a sales and service function by adding value to Enterprise Banking clients’ ecosystem, requiring financial and non-financial (e.g., platform business) solutions.
• Develop and maintain strong, professional relationships with high-value Enterprise Banking clients to ensure their financial needs are met with utmost efficiency and discretion.
• Conduct thorough analyses of clients’ business ecosystems to identify opportunities for value addition through both financial and non-financial solutions.
• Formulate and present tailored, comprehensive financial strategies that align with clients’ business objectives and risk profiles.
• Collaborate closely with internal teams to design and implement bespoke platform business solutions that enhance clients’ operational efficiency and market competitiveness.
• Ensure strict adherence to all regulatory requirements and internal policies while managing client relationships and transactions.
• Continuously monitor market trends and economic indicators to provide timely, strategic advice to clients on potential risks and opportunities.
• Maintain detailed documentation of client interactions, financial recommendations, and transaction histories in compliance with banking regulations and internal protocols.
• Achieve and exceed designated sales targets and key performance indicators (KPIs) through strategic client engagement and solution delivery.
• Participate in industry events and networking opportunities to expand the bank’s Enterprise Banking client base and enhance its market position.
• Engage in ongoing professional development to stay abreast of evolving financial products, services, and regulatory landscapes relevant to Enterprise Banking.

Qualifications

Essential Qualifications

• Bachelor of Commerce degree (NQF7 FAIS Aligned Qualification) from an accredited institution. This qualification is non-negotiable and serves as the foundational academic requirement for this position.

Requisite Professional Experience

• A minimum of 5-7 years of demonstrable experience in a relevant banking role is imperative.
• Extensive and verifiable experience within a physical, virtual, or voice branch environment is essential.
• Comprehensive understanding of bank processes, policies, and products is crucial. Candidates must possess in-depth knowledge of banking operations and be able to apply this expertise effectively in high-stakes enterprise banking scenarios.

Additional Requirements

• Proven track record of maintaining strict confidentiality and adhering to banking regulations.
• Exceptional analytical skills with the ability to interpret complex financial data and market trends.
• Advanced proficiency in relevant banking software and financial modelling tools.
• Demonstrated ability to manage high-value client relationships with utmost professionalism and discretion.