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.
Job Responsibilities
Retain Private Banking customers as per the criteria outlined in the
segment value proposition and reflected by the Country segment
strategy.
Interact frequently and build strong 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 management;
retain ownership of customer requests, complaints and applications –
follow every task through to completion keeping the customer updated
on progress.
Conduct a needs analysis with all new and existing customers to
ensure that product opportunities identified are appropriate to meet
the customer’s needs and priorities.
Pro-actively manage the portfolio to maximize revenue for the Bank
(referring to fees, margins and sales), minimize costs and risks,
whilst maintaining and entrenching the customer’s relationship with
the Bank appropriately.
Qualifications
First Degree
Experience
5–7 years experience in sales, service, relationship management, credit
applications and financial acumen
(i.e., proven sales track record in the financial services industry.)