Job Overview
Business Segment: Personal & Private Banking
Location: ZA, WC, Western Cape
Job Type: Full-time
Job Ref ID: 80301170A-0001
Date Posted: 1/3/2025
Job Description:
To deliver a quality service and manage service gaps realised by clients as they engage through the bank's various touchpoints. To deliver planned and proactive client engagements driven through holistic client reviews focused on achieving contextual client outcomes. Deepen bank-client relationships primarily focused on providing cross-pillar solutions for clients, working with the supporting product specialists to ensure holistic engagement and guidance for financial decision-making by clients.
Qualifications:
Bachelor's degree/Advanced Diploma (NQF7 FAIS recognized qualification) in Finance, Economics, Accounting, Business Administration, or a related field.
Professional Experience Requirements:
Minimum 3-5 years of experience in Personal and Private Banking sectors, encompassing:
- Strong financial analysis and risk assessment skills
- Excellent customer relationship management abilities
- In-depth knowledge of banking products, services, and investment options
- Proficiency in banking software and systems
- Solid understanding of financial markets and investment products
- Thorough knowledge of banking regulations and compliance requirements
- Outstanding communication and interpersonal skills
- Ability to work independently and as part of a team in a fast-paced environment
- Strong attention to detail and analytical thinking
Behavioral Competencies:
Articulating Information, Challenging Ideas, Conveying Self-Confidence, Convincing People, Developing Expertise.
Technical Competencies:
Banking Process & Procedures, Client Knowledge, Client Retention & Client Servicing, Customer Understanding (Consumer Banking), Risk Awareness & Risk Identification.
Please note: All our recruitment processes comply with the applicable local laws and regulations. We will never ask for money or any form of payment as part of our recruitment process. If you experience this, please contact our Fraud line on +27 800222050 or
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