Job Overview
Business Segment: Personal & Private Banking
Location: ZA, Western Cape, Newlands, 2nd Floor, Letterstedt House, Newlands on Main Letterstedt, Main Road, Cape Town
Job Type: Full-time
Job Ref ID: 80089119A-0001
Date Posted: 1/27/2025
Job Description
To proactively promote a deep relationship-based offering, related initiatives, and activities aimed at creating value for both the client and the bank by optimizing the client experience, fostering deep relationships, and driving profitability.

MINIMUM QUALIFICATIONS:

FAIS aligned Degree in Business Commerce (NQF7 or higher)

EXPERIENCE REQUIRED:

3+ years of experience in Personal and Private Banking, specializing in Affluent Clients.
Proven sales performance in branch banking, covering key areas such as universal banking, BDC/Forex operations, credit management, and client servicing.
Strong understanding of financial markets and wealth management strategies.
Additional Information

Build and maintain strong, long-term relationships with high-net-worth individuals by understanding their financial needs, ensuring proper client segmentation, and driving retention through proactive engagement.
Optimize client experience by managing portfolios, advising on lending products, driving digital banking adoption, resolving complaints effectively, and ensuring compliance with regulatory and risk management policies.
Drive profitability by analyzing client financial behaviors, identifying revenue opportunities, strengthening relationships through proactive engagements, collaborating with internal specialists and credit teams, and ensuring seamless service delivery.
Qualifications