- Grow, maintain and retain a portfolio of private banking customers aligned to segment value propositions and initiatives.
- A minimum of 5-7 years experience in sales, service, relationship management, credit applications and financial acumen in the Financial Services industry.
- Sound knowledge of the Bank's policies and procedures relating to customer transactions.
- Ability to analyse customer needs by engaging with them, understanding their personal financial objectives and current financial position.
- Proactively promote a relationship-based offering through a primary point of contact, meeting client expectations by providing personalized financial solutions aligned to the client value proposition.
- Prepare and submit quality credit applications for evaluation and/or approval by Credit, where required, or oversee the preparation of credit applications. Conduct credit reviews as necessary.
- Analyse clients' financial information and develop solutions to address their needs and requirements.
- Ensure that all clients in the portfolio meet segmentation criteria based on defined parameters.
- Articulating information effectively
- Conveying self-confidence
- Developing expertise in financial services
- Empowering individuals
- Examining information critically
- Exploring possibilities for growth and development
- Impressing people through exceptional service
- Interacting with people from diverse backgrounds
- Interpreting data to inform decision-making
- Making informed decisions
- Producing high-quality output
- Providing valuable insights
- Pursuing goals and objectives
- Taking initiative and action
- Thinking positively and proactively
- Upholding standards of excellence
- Familiarity with banking processes and procedures
- Commercial acumen and financial analysis skills
- Sun Life Financial Sun City
Director, HNW/International Wealth Structuring, Relationship & Business Development · This role is responsible for supporting the holistic High Net Worth strategy and development across the proposition. By doing this, bring in HNW sales to help Sun Life Hong Kong hit the key succ ...
Relationship Manager I, Private Bank - Rustenburg - Standard Bank of South Africa Limited
Description
Business Segment: Personal & Private Banking
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.
Key Responsibilities
Qualifications
Type of Qualification: First Degree (NQF7)
Field of Study: Business Commerce
Experience Required
Skills and Competencies
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Director, HNW/International Wealth Structuring, Relationship
Sun Life Financial- Sun City