To proactively promote a virtual/remote relationship-based offering by being a dedicated and primary point of contact for clients in the Prestige/Executive Banking segment (and Private Banking where required), through the provision of banking solutions which meet their needs and in accordance with the specified value propositions.
Job Responsibilities
- Pro-actively manages portfolio to maximise revenue for the Bank, minimises costs and risks, whilst maintaining and entrenching the customer’s relationship with the Bank.
- Identifies alternative solutions in order to meet customer demand whilst still meeting the bank’s profitability, risk and compliance requirements – aiming for a “win-win” situation for both customer and the bank
- Conducts a financial needs analysis with all new and existing customers to ensure that product opportunities identified are appropriate to meet their needs and priorities
- Resolves customer requests tactfully and within set service level agreements (SLA’s), whilst not compromising the client or the bank’s interests / reputation.
Qualifications
- First Degree in any Business or Commerce related field
Experience
- At least 3-4 years’ Experience in sales and relationship management of clients and able to drive profitability and build relationships. Proven sales track record in the financial services industry. Knowledge of the bank’s products, services and digital platforms.
Additional Information
Behavioural Competencies
- Articulating Information
- Convincing People
- Interacting with People
- Managing Tasks
- Meeting Timescales
Technical Competencies
