Responsible for selling treasury management solutions to business banking and commercial clients, driving revenue growth and managing client relationships.
Compensation
$99,400-$142,000 annually
Responsibilities
Creates and executes a sales strategy that achieves new to new client acquisition goals
Responsible for expanding relationships through cross sell initiatives to gain maximum share of wallet
Accountable for revenue growth, new business pipeline development, active client calling, portfolio development and pricing reviews
Provide consultative expertise and conducts client/prospect needs analysis to match recommended treasury solutions
Leads pricing and negotiation discussions with the client
Requirements
Bachelor’s degree in Finance, Accounting or Business Administration
Responsible for growing, managing, and retaining a portfolio of high-net-worth clients while delivering exceptional value through personalised financial solutions.
Responsibilities
Develop and maintain strong relationships with high-net-worth clients by providing tailored financial solutions, proactive engagement, and outstanding service.
Conduct in-depth financial analyses, create personalised banking strategies, and ensure full compliance with regulatory requirements and internal policies.
Analyse industry trends, assess the competitive landscape, and provide performance reports to support informed decision-making and drive business growth.
Requirements
FAIS aligned Degree in Business Commerce (NQF7 or higher)
Wealth management role within the Consumer Banking Group focused on client acquisition and leadership.
Compensation
We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.
Responsibilities
Develop and implement effective strategies to acquire new Treasures clients
Lead a team of Treasures Wealth Associate to achieve client acquisition targets and ensure exceptional client service
Analyze market trends, client preferences, and competitor activities to identify growth opportunities
Collaborate with cross-functional teams to deliver tailored wealth management solutions to clients
Provide coaching and mentorship to team members to enhance their skills and performance
Treasury Management Sales Officer IINewProvident Bank · Iselin, US
Hľadáme pohodového človeka (M/Ž) do Raiffeisen banky v Nových ZámkochNewRaiffeisenbank Group · Nové Zámky, Slovakia
Business Development Manager (South East Asia)NewAdTech Holding
Business Growth ManagerNewFuku · Krong Pursat, Cambodia