finseats

Private Banking Relationship Managernew

Standard Bank Group · Bank

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
  • Mid-Senior Level

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