Experienced, client-focused sales consultant to join the branch banking environment as a Universal Banker, engaging clients to provide banking solutions and contribute to sales growth.
Responsibilities
Engage clients across branch and related banking channels to understand needs, resolve queries, and provide banking solutions.
Identify sales and demand generation opportunities, promote relevant banking products, and contribute to branch sales objectives.
Open, amend, transfer, and close client accounts in line with procedures, risk controls, KYC, POPIA, and FAIS requirements.
Assess client needs by reviewing account conduct, income, and expenditure to provide informed recommendations.
Educate clients on banking processes, digital functionality, self-service channels, and their rights.
Requirements
National Certificate or equivalent NQF 5 FAIS-aligned qualification in banking, financial services, commerce, sales, client service or related discipline
Manage a portfolio of high-net-worth clients, delivering tailored banking, lending and investment solutions while building trusted, long-term relationships.
Responsibilities
Act as the primary point of contact for clients, ensuring enquiries, requests and instructions are handled efficiently and professionally.
Liaise with Operations, Lending, Investments, Treasury, Trust, Compliance and Legal teams to facilitate client transactions.
Adherence to required compliance, legislative, regulatory, etc. requirements e.g., KYC, AML
Develop an in-depth understanding of clients’ financial circumstances, banking requirements and wealth objectives.
Requirements
First Degree in Business Commerce or related field
Sourcing Manager responsible for formulating and implementing procurement services strategically for the bank, covering services, IT, projects, and marketing requests.
Responsibilities
Formulation and implementation of procuring Services strategically
Fulfill bank needs for services, housekeeping, security, maintenance, health & safety, renovation, pest control, mailing, courier, car fleet, and logistics
Fulfill bank needs for procuring IT, Projects, Printing Forms/ business Cards, and Marketing requests
Formulation and implementation of services key performance indicators KPI
Monitor procuring of services in terms of benchmark requests; obtaining offers and applying bidding process
Provide high net worth and ultra high net worth clients across East Africa with comprehensive, product-agnostic relationship management, exceptional service and trusted advice relating to their long-term wealth, investment, estate and offshore planning needs.
Locations (4)
Saint-Helier, United Kingdom
United Kingdom
London, England, United Kingdom
South Africa
Responsibilities
Build and deepen relationships with high-net-worth clients.
Acquire new wealth clients and grow assets and revenue through cross-selling onshore and offshore products.
Provide expert advice on investments, wealth structuring, estate planning, and offshore solutions.
To proactively deliver a deep, relationship-based Private Banking offering through value-adding client engagement, portfolio management and tailored financial solutions that enhance the client experience, deepen relationships and support sustainable profitability for the bank.
Responsibilities
Build and maintain strong relationships with Private Banking clients through proactive and value-adding engagement.
Drive portfolio growth through retention, cross-selling, sales delivery and identifying new client opportunities.
Understand client needs and recommend suitable banking, lending, wealth and digital solutions.
Support quality credit applications, annual credit reviews and effective portfolio administration.
Manage client queries, complaints, digital adoption, risk and compliance requirements in line with bank standards.
Requirements
Bachelor of Commerce
Advanced Diploma or equivalent NQF 7 or higher qualification in Finance, Business Commerce, Accounting or a related field
Sourcing ManagerAL AHLI BANK OF KUWAIT · Giza, Egypt