Private Banker - Vereeniging, South Africa - Absa Bank Limited
Description
Empowering Africa's tomorrow, together one story at a time.- With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.
Utilise technology and applied learning in a virtual Omni-channel environment, providing superior and seamless customer experience in an efficient and cost-effective manner, by performing banking duties and overseeing the financial activities for Private Wealth clients.
Job Description:
Accountability:
To build customer relationships in the preferred market segments:
- To own the primary relationship with our clients by being the client's main contact point and to work collaboratively with specialists (ie actioning leads from the Existing Client Management team) to ensure that our clients experience the full spectrum of our value proposition.
- To ensure that you achieve the required contact strategy relevant to your portfolio based on client segmentation of your bespoke portfolio.
- To respond and execute on immediate client requests, ensuring you fully understand your clients' needs.
- To secure new business through interaction with current and prospective clients and leads generation and ensure new clients are fully on boarded.-
- Consistently achieve customer satisfaction scores as per agreed threshold by ensuring that customers are appropriately serviced in line with our value proposition.
- To work seamlessly with the sales support team in ensuring that they are enabled to support you in your portfolio.
- Accountability: Deepen relationships with our customers through meeting their individual needs and achieving the required income from each portfolio.
- Prepare weekly for performance discussions with People Manager to review client contact plans, opportunities, successes and support required.
- To review and negotiate pricing structures with clients, in line with the Absa Pricing policy to ensure that the product profitability is managed optimally.
- To effectively cross and up sell the appropriate products within the respective campaign management parameters to clients, ensuring that all requirements in terms of FAIS (Financial Advisory and Intermediary Services Act), FICA (Financial intelligence Centre Act) and NCA (National Credit Act) are met.
- Drive Income growth of the Portfolio through the effective actioning of leads, timeous completion of client reviews and service requests.
- Accountability:
- Accountability:
Education
National Diplomas and Advanced Certificates:
Business, Commerce and Management Studies (required)
- Absa Bank Limited reserves the right not to make an appointment to the post as advertised_
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