Relationship Banker at Discovery Limited

Key Purpose

Build lasting relationships to retain a portfolio of high-net-worth clients by providing expert advice regularly in the structuring of a client’s portfolio to unlock long term value, while attracting new clients to meet future growth targets.

• Areas of responsibility may include but not limited to
• Achieve revenue and profit targets by growing portfolio base.
• Provide expert advice to clients by analysing which combination of shared-value solutions offered by Discovery will enable a client to meet their long-term financial goals, while ensuring revenue and profit growth of the portfolio.
• Build strong working relationships across teams and functional lines in Discovery and Discovery Bank to enhance work delivery, collaboration and innovation.
• Deliver an exceptional client experience through regular and informative engagement sessions that share new product information, outline how macro & microeconomic factors are impacting on a client’s long-term goals and where necessary manage the process to restructure the portfolio.
• Monitors customer complaints on portfolio to identify root causes and addresses these at source.

Personal Attributes And Skills

• Values Driven:
• Committed to integrity and ethics in business
• Behaves consistently with Discovery Values
• Optimistic:
• Motivated by a positive future
• Energised by challenges
• Learns on the Fly:
• Embraces the unfamiliar
• Experiments to find solutions
• Resilient:
• Recovers quickly from setbacks
• Grows from negative experiences
• Instils trust:
• Follows through on commitments
• People Savvy:
• High EQ with low ego
• Drives Results:
• Energises self and others to achieve
• Consistently exceeds goals
• Problem Solver:
• Looks beyond the obvaious
• Finds sustainable solutions

Education And Experience

• Degree in Finance, Economics or Accounting
• FAIS accredited (RE5)
• 3 to 6 years’ experience in a Private Banker role managing a portfolio of clients.
• Experience with face-to-face meetings with clients is essential.