Relationship Manager I, Private Bank - North West, Rustenburg

Job title : Relationship Manager I, Private Bank - North West, Rustenburg Job Location : North West, Rustenburg Deadline : January 24, 2025 Quick Recommended Links Jobs by Location Job by industries Job Description To grow, maintain and retain a portfolio of private banking customers in line with the segment value propositions, related initiatives and activities aimed at creating value for the client and the bank.
Qualifications Type of Qualification:  First Degree (NQF7) Field of Study:  Business Commerce Experience Required Affluent Clients Personal and Private Banking 5-7 years experience in sales, service, relationship management, credit applications and financial acumen (i.e., proven sales track record in the Financial service industry.)
Sound knowledge of the Bank's laid down policies and procedures as it relates to the processing of customer transactions The ability to analyse customer needs by engaging with them, analysing their personal financial objectives as well as their current financial position Proactively promote a relationship-based offering through a primary point of contact, which meets the client expectations by providing personalized financial solutions in line with the client value proposition.
Prepare and submit quality credit applications for evaluation and/or approval by Credit, where required or oversees the preparation of credit applications.
Conducts credit reviews as and when required Analyse client's financial information and formulates solutions on how to respond to a client's needs and requirements accordingly (e.g., a client is experiencing a cash flow problem) Ensure that all clients in the portfolio meet the segmentation criteria as per defined parameters.
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