To proactively promote a deep relationship-based offering related initiatives and activities aimed at creating value for the client and the bank (i.e. optimising client experience, building deep relationships and create profitability for the bank).
Qualifications
Type of Qualification: First Degree/ NQF 7
Field of Study: Business Commerce, Finance and Accounting
Experience Required
Affluent Clients
Personal and Private Banking
- 1-2 years experience
- Ensure a deep understanding of the client requirements through regular value-adding interactions with clients.
- Ensure that procedures laid down in Group Reference Guide are adhered to and, where flexibility needs to be exercised, that the necessary dispensation is held.
- Ensure Code of Banking Practice is adhered to.
- Analyse clients’ financial behaviours and accounts to match their needs with products that will result in greater value for the client and increased revenue for the bank. Be analytical in approach, and weighing up longer-term benefits and risks.
