To 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
To 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.
To build customer relationships in the preferred market segments, owning the primary relationship with clients and working collaboratively with specialists to ensure clients experience the full spectrum of our value proposition.
Protecting our assets through appropriate levels of Risk and Credit Assessment, co-managing high risk clients’ accounts in collaboration with Risk stakeholders.
Matching Summary
To 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
Sales acquisition and business development
Financial and wealth solutions
Risk management and credit assessment
Achieve financial targets
Nice-to-have
Proactive client acquisition
Improve customer experience
Collaborative work with specialists
Strategic client conversations
Key Requirements
B-degree in Business, Commerce or Management Studies or equivalent NQF Level 7
Five (5) years' relevant Private or Wealth or Premium or Private Wealth Virtual Banking experience
FAIS Compliance OR National Diploma / Advanced Certificate in Business, Commerce or Management Studies, or equivalent NQF Level 6
8 years' experience in Private or Wealth or Premium or Private Wealth Virtual Banking
4 years' experience with Non Individuals (Professional Practice)