Banker, Prestige Direct

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
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