Banker, Prestige Direct

Details of the offer

Business Segment: Personal & Private Banking
To deliver a quality service and manage service gaps realized by clients as they engage through the bank's various touchpoints. To deliver planned and proactive client engagements driven through holistic client reviews focused on achieving contextual client outcomes. Deepen bank-client relationships primarily focused on providing cross-pillar solutions for clients, working with the supporting product specialists to ensure holistic engagement and guidance for financial decisioning by clients.
Qualifications: Bachelor's degree/Advanced Diploma (NQF7 FAIS recognized qualification) in Finance, Economics, Accounting, Business Administration, or a related fieldProfessional Experience Requirements: Minimum 3-5 years of experience in Personal and Private Banking sectors, encompassing:
Strong financial analysis and risk assessment skillsExcellent customer relationship management abilitiesIn-depth knowledge of banking products, services, and investment optionsProficiency in banking software and systemsSolid understanding of financial markets and investment productsThorough knowledge of banking regulations and compliance requirementsOutstanding communication and interpersonal skillsAbility to work independently and as part of a team in a fast-paced environmentStrong attention to detail and analytical thinkingAdditional Information: Articulating InformationChallenging IdeasConveying Self-ConfidenceDeveloping ExpertiseBanking Process & ProceduresClient Knowledge
#J-18808-Ljbffr


Nominal Salary: To be agreed

Source: Jobleads

Job Function:

Requirements

Senior Financial Advisor

The role is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, re...


Afro Miaki Group Pty - South Africa

Published 7 days ago

Senior Financial Advisor

The role is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, re...


Afro Miaki Group Pty - South Africa

Published 7 days ago

Long Term Insurance Sales - Financial Planning

From the first retirement annuity ever sold in 1957 by Sir Donald Gordon, to protecting and growing the lives of more than 3.2 million people across Africa t...


Liberty Standard Bank Group - South Africa

Published 7 days ago

Actuarial Analyst

A reputable financial services group is seeking an Actuarial Analyst to join their team. The role focuses on remuneration modelling, marketing and operationa...


Msp Staffing Ltd - South Africa

Published 7 days ago

Built at: 2024-11-22T15:41:39.491Z