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  • Posted: Mar 30, 2021
    Deadline: Not specified
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    Standard Bank Group is the largest African banking group by assets offering a full range of banking and related financial services. “Africa is our home, we drive her growth” Our vision is to be the leading financial services organisation in, for and across Africa, delivering exceptional client experiences and superior value. This sets the prim...
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    Private Banker

    Job Purpose

    • To proactively promote a relationship based offering through a primary point of contact, this meets client expectations by providing personalised financial solutions in line with the Value Proposition.
    • To provide a competent relationship based offering to a Sub-Segment within the Private Banking Segment, that provides highly responsive and pro-active financial and business solutions, focused on the managing and building of wealth, in partnership with small business owners supported by expertise of specialists.
    • To maintain a high level of integrity and ethical standards.

    Key Responsibilities 

    • Establishes and builds one-on-one relationships with customers, based on mutual respect, in assigned portfolio by delivering the expected level of service, specifically focusing on a pro-active contact (calling) strategy and Programme
    • Ensures successful retention of existing customers in assigned portfolio by strengthening and expanding relationships. This is achieved by thoroughly understanding the customer, servicing the customer’s business and personal financial needs and focusing on the management of key accounts
    • Acquires new business for the Executive Sub-Segment market in line with the Customer Value Proposition segment income specifications, acquisition targets and/ or segment strategy to increase market share and specific sales strategies
    • Structures credit applications effectively, focusing on high quality motivations

    Preferred Qualification and Experience:

    • Bachelor of Commerce Degree
    • 4 – 5 years’ relationship management experience of high networth clients

    Must complete one of the Qualifications listed on the FSB recognized list as well as the RE 5 examination within the allocated time (Must be FAIS Fit & proper)
     

    Method of Application

    Interested and qualified? Go to Standard Bank Group on careers.peopleclick.eu.com to apply

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