- Val De Vie Winelands Lifestyle Estate, Western Cape, South Africa
- On-site
- Full-time · Manager
- 2–4 years
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
- Nice to have: Lending
- Nice to have: Financial Analysis
- Nice to have: Client Reviews