Private Banking Relationship Manager

Job description

To grow, maintain and retain a portfolio of private banking customers in line with the segment value propositions, related initiatives and activities aimed at creating value for the client and the bank.

Qualifications

Type of Qualification

First Degree Field of Study: Business Commerce, Finance and Accounting or a related field Preferred Qualifications: CISI, CFP & Certified Securities & Investment certification Experience Required Affluent Clients Personal and Private Banking 5-7 years Experience in sales, service, relationship management, credit applications and financial acumen (i.e., proven sales track record in the financial service industry.) 3-5 years Experience in personal investment advisory, wealth management and financial markets.

Behavioural Competencies

Providing Insights Developing Strategies Producing Output Seizing Opportunities Pursuing Goals Interacting with People Establishing Rapport Convincing People Articulating Information Meeting Timescales Empowering Individuals Thinking Positively Technical Competencies: Banking Process & Procedures Commercial Acumen Customer Understanding (Consumer Banking) Financial Acumen Product Knowledge (Consumer Banking) Risk Identification Risk Reporting