Build and maintain professional business relationships across a portfolio of Private Wealth clients, by achieving financial targets, proactively acquiring new clients, and improving customer experience
Job Summary
Build and maintain professional business relationships across a portfolio of Private Wealth clients, by achieving financial targets, proactively acquiring new clients, and improving customer experience.
Deepen relationships with our customers through meeting their individual needs and achieving the required income from each portfolio.
Co-manage high risk clients’ accounts in collaboration with Risk stakeholders and ensure transparency and open dialogue between credit and the client.
Matching Summary
Build and maintain professional business relationships across a portfolio of Private Wealth clients, by achieving financial targets, proactively acquiring new clients, and improving customer experience.
Skills & Requirements
Must-have
Client relationship management
Financial targets achievement
Risk and credit assessment
Product cross-selling and up-selling
Nice-to-have
Proactive client acquisition
Customer experience improvement
Strategic client conversations
Team collaboration
Key Requirements
5 years relevant Private or Wealth or Premium or Private Wealth Virtual Banking experience
8 years experience in Private or Wealth or Premium or Private Wealth Virtual Banking (4 years with Non Individuals)
FAIS Compliance OR NQF Level 6 qualification
B-degree in Business, Commerce or Management Studies or equivalent NQF Level 7 qualification