Standard Bank Group
Finance / FinServ
Banker,Private
“Banker, Private at Standard Bank Group. Skills: portfolio management, customer relationship management, sales. grow, maintain and retain a portfolio of private banking customers. Retain Private Banking customers as per the criteria outlined in the segment value proposition and reflected by the Country segment strategy”
What You'll Achieve.
grow, maintain and retain a portfolio of private banking customers in line with the segment value propositions; maximize revenue for the Bank (referring to fees, margins and sales); minimize costs and risks; maintaining and entrenching the customer’s relationship with the Bank appropriately
Industry & Context.
Making Decisions; Query Resolution
What They're Looking For.
Must Have
University Degree, 5-7 years' experience in sales, High Networth Individuals relationship management, credit applications, financial acumen, proven sales track record in the financial service industry
What You'll Do.
maintain and retain a portfolio of private banking customers
Retain Private Banking customers as per the criteria outlined in the segment value proposition and reflected by the Country segment strategy
Conduct a needs analysis with all new and existing customers
Pro-actively manage the portfolio to maximize revenue for the Bank (referring to fees
minimize costs and risks
whilst maintaining and entrenching the customer’s relationship with the Bank appropriately
How You'll Work.
Team & Collaboration
Interact frequently and build working relationships with enabler and fulfilment functions (including credit specialists, product specialists and wealth specialists) to shorten turnaround times; Liaise effectively with the sales team to ensure seamless transfer of clients after sale has been concluded to relationship
Communication Scope
Articulating Information; Convincing People
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