Private Banker

Private Banker

Job Title: Private Banker
Contract Type: Permanent
Location: Western Cape
Reference: JN -112018-14071
Contact Name: Shelly Marais
Contact Email: Shelly Marais
Job Published: September 04, 2019 15:47

Job Description

Duties include but are not limited to:

  • Client relationship management
  • Manage existing clients and grow portfolio through making contact and generating leads
  • Ensure that the quality of advice remains high and consistent and in line with the bank’s investment philosophy and product approved matrix.
  • Engage with clients to understand their unique requirements, drive value optimisation and advise on best options for product integration and wealth management
  • Identify additional financial services requirements through all aspects of the clients’ balance sheet
  • Implement, track and report on client campaigns and initiatives.
  • Achieve sales targets in line with performance scorecards and achieve an acceptable cost of sales ratio
  • Identify opportunities to increase sales revenue and to grow the organisation's client base while containing costs.
  • Ensure fulfilment of the sales processes until client is fully on-boarded into the correct service model.
  • Ensure increasing number of clients by selling the full respective value proposition (bundle products) and ensure clients are registered on digital and other self-service options.

  Required experience:

  • BCom degree (Honours preferred)
  • Financial Services experience
  • Structured lending experience
  • Own vehicle and driver’s licence
  • FAIS Compliant

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