Business Segment: Personal & Private Banking
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 decisioning by clients.
Qualifications
Minimum Qualifications
Type of Qualification: First Degree
Field of Study: Business Commerce
Experience Required
Client Coverage: Personal and Private Banking
5-7 years
Experience in sales, service, relationship management, credit applications and financial acumen (i.e., proven sales track record in the financial service industry). Working with private banking clients with at least 1 year spent managing a portfolio.
Additional Information
- Adopting Practical Approaches
- Examining Information
- Exploring Possibilities
- Managing Tasks
- Producing Output
- Resolving Conflict
- Team Working
- Banking Process & Procedures
- Client Knowledge
- Client Retention
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