Banker, Prestige Direct

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Job Description

• 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

• Bachelor's degree/Advanced Diploma (NQF7 FAIS recognized) in Finance, Economics, Accounting, Business Administration, or a related field

Experience Required

• Personal and Private Banking
• Minimum of 3-4 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.

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