Banker, Relationship, Private Banking

Overview

Business Segment: Personal & Private Banking

To proactively promote a deep relationship-based offering related initiatives and activities aimed at creating value for the client and the bank (i.e. optimising client experience, building deep relationships and create profitability for the bank).

Qualifications

• Type of Qualification: First Degree/NQF 7
• Field of Study: Business Commerce, Finance and Accounting
• Experience Required: Affluent Clients
• Experience Required: Personal and Private Banking

Responsibilities

• 1-2 years
• Ensure a deep understanding of the client requirements through regular value-adding interactions with clients.
• Ensure that procedures laid down in Group Reference Guide are adhered to and, where flexibility needs to be exercised, that the necessary dispensation is held.
• Ensure Code of Banking Practice is adhered to.
• An...