Relationship Manager Ii, Private Bank - Jhb

Details of the offer

Job title : Relationship Manager II, Private Bank - JHB Job Location : Gauteng, Johannesburg Deadline : January 18, 2025 Quick Recommended Links Jobs by Location Job by industries Job Description To grow, maintain and retain a portfolio of signature banking customers in line with the segment value propositions, related initiatives and activities aimed at creating value for the client and the bank.
Qualifications Minimum Qualifications Type of Qualification:  First Degree (NQF7) Field of Study:  Business Commerc 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.
Banking  jobs


Nominal Salary: To be agreed

Job Function:

Requirements

Financial Planner: Elyon Bluestar

Sanlam Life Ltd is one of the top financial services providers in the South African market. We're all about building strong, lasting relationships with our f...


Sanlam Limited - Gauteng

Published 15 days ago

Head Of Pricing (Insurance)

Johannesburg, Gauteng Head of Pricing R1 200 000.00 - R1 900 000.00 CTC pa Job Description: We are a leading commercial risk specialist in Southern Afri...


A Triple A Recruitment - Gauteng

Published 15 days ago

Manager, Market Risk

Business Segment: Corporate & Investment Banking Location: ZA, GP, Johannesburg, Baker Street 30 The role requires the incumbent to take responsibility for r...


Standard Bank Of South Africa Limited - Gauteng

Published 15 days ago

Financial Manager Ca(Sa)

We are looking for a Financial Manager and Qualified CA(SA) to partner with the business in the provision of financial expertise and advice and develop suppo...


Deka Minas Pty Ltd - Gauteng

Published 15 days ago

Built at: 2024-12-26T05:23:15.956Z