Banker, Private

Standard Bank Group

Accounting, Auditing & Finance

Company Description

Standard Bank Group is a leading Africa-focused financial services group, and an innovative player on the global stage, that offers a variety of career-enhancing opportunities – plus the chance to work alongside some of the sector’s most talented, motivated professionals. Our clients range from individuals, to businesses of all sizes, high net worth families and large multinational corporates and institutions. We’re passionate about creating growth in Africa. Bringing true, meaningful value to our clients and the communities we serve and creating a real sense of purpose for you.

Job Description

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.

Job Responsibilities

• Retain Private Banking customers as per the criteria outlined in the segment value proposition and reflected by the Country segment strategy.
• Interact frequently and build strong working relationships with enabler and fulfilment functions (including credit specialists, product specialists and wealth specialists) to shorten turnaround times.
• Liaise effectively with the sales team to ensure seamless transfer of clients after sale has been concluded to relationship management; Retain ownership of customer requests, complaints and applications – follow every task through to completion keeping the customer updated on progress.
• Conduct a needs analysis with all new and existing customers to ensure that product opportunities identified are appropriate to meet the customer’s needs and priorities.
Pro-actively manage the portfolio to maximize revenue for the Bank (referring to fees, margins and sales), minimize costs and risks, whilst maintaining and entrenching the customer’s relationship with the Bank appropriately.

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Qualifications

Experience

Additional Information

Behavioural Competencies:

• Articulating Information
• Conveying Self-Confidence
• Convincing People
• Developing Strategies
• Empowering Individuals
• Interpreting Data
• Producing Output
• Providing Insights
• Pursuing Goals
• Seizing Opportunities
• Taking Action
• Thinking Positively
Understanding People

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Technical Competencies:

• Banking Process & Procedures
• Commercial Acumen
• Customer Understanding ( Consumer Banking)
• Financial Acumen
• Product Knowledge (Consumer Banking)
• Risk Identification
Risk Reporting

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