Job OverviewBusiness Segment: Personal & Private BankingLocation: ZA, WC, Western CapeJob Type: Full-timeJob Ref ID: 80301170A-0001Date Posted: 1/3/2025Job Description:To deliver a quality service and manage service gaps realised 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 decision-making by clients.Qualifications:Bachelor's degree/Advanced Diploma (NQF7 FAIS recognized qualification) in Finance, Economics, Accounting, Business Administration, or a related field.Professional 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 thinkingBehavioral Competencies:Articulating Information, Challenging Ideas, Conveying Self-Confidence, Convincing People, Developing Expertise.Technical Competencies:Banking Process & Procedures, Client Knowledge, Client Retention & Client Servicing, Customer Understanding (Consumer Banking), Risk Awareness & Risk Identification.Please note: All our recruitment processes comply with the applicable local laws and regulations.
We will never ask for money or any form of payment as part of our recruitment process.
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