Business Segment: Personal & Private Banking
To lead a team of relationship managers ensuring they have the capacity, guidance and resources that they require to provide optimal advice, support and service to clients, to develop the business. Additionally, be accountable to manage an assigned portfolio of high net worth client accounts ensuring that their needs are met, thereby achieving the defined revenue targets through retention of existing business and acquisition of new business, in order to maximise bank's profitability.
Qualifications
Minimum Qualifications
Type of Qualification: Masters Degree
Field of Study: Business Commerce
Experience Required
Wealth and Investment: 8-10 years
- The role requires client facing banking experience in private banking/private wealth/investment banking/commercial banking, with a good understanding of operational and administrative processes as well as risk and compliance standards and with a focus on maintaining high standards of service and problem resolution.
- In addition, the role requires experience in leading and managing operational teams.
- Lead the process of forecasting and pipelining for the team, identify opportunities and support the team in executing and fulfilling client demand to enable the achievement of individual and team targets.
- Establish and build relationships with clients based on mutual respect in assigned portfolio by delivering exceptional service levels, specifically focusing on a pro-active contact strategy and programme. Lead the team to achieve the same for the overall team portfolio.
- Lead acquisition of new business for the team portfolio in line with the Customer Value Proposition segment specifications and acquisition targets to increase market share. Maximise bank profitability and ensure value add to customers through cross-selling specifically focusing on wealth leads and lending opportunities. This includes Transactional Banking accounts, Investment accounts, Foreign exchange requirements, Non-Resident, Exchange control and Offshore banking requirements.
Additional Information
- Adopting Practical Approaches
- Articulating Information
- Documenting Facts
- Examining Information
- Exploring Possibilities
- Client Retention
- Cross and Up-Selling
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