Corporate Counsel II
1 week ago
To grow and retain a portfolio of high-value Growth Segment relationships through partnering for growth by proactively providing a high-end differentiated service and value-adding solutions.
- Develop and execute strategic plans to grow and retain a portfolio of high-value Growth Segment clients ensuring long-term profitability and client satisfaction.
- Conduct thorough financial analyses and risk assessments to identify opportunities for business growth and mitigate potential risks within the entrepreneurial environment.
- Provide expert advice and tailored financial solutions to meet the complex needs of high-value clients demonstrating a deep understanding of their business operations and industry-specific challenges.
- Proactively manage client relationships through regular engagement anticipating needs and delivering high-end differentiated services that exceed expectations.
- Collaborate with internal stakeholders to develop and implement value-adding solutions that address clients' evolving financial requirements and support their business growth objectives.
- Prepare and present comprehensive credit applications ensuring all necessary documentation is accurate, complete, and compliant with organisational and regulatory standards.
- Monitor and analyse portfolio performance identifying trends and opportunities for improvement and implementing corrective actions when necessary.
- Stay abreast of industry developments, market trends, and regulatory changes that may impact clients' businesses providing timely and relevant insights to support informed decision-making.
- Cultivate and maintain a network of professional contacts within the business community to facilitate client introductions and identify new growth opportunities.
- Contribute to the development and refinement of departmental strategies, policies, and best practices to enhance overall portfolio performance and client satisfaction.
Qualifications :
Essential Qualifications :
- Minimum NQF7 qualification in Business Commerce
- FAIS competency certification
Professional Experience :
- Minimum 5 years in a client-facing sales role preferably within the banking sector
- Demonstrated expertise in managing portfolios within the entrepreneurial environment
- Proven track record in understanding business operations, risk assessment, and financial requirements pertaining to the entrepreneur market
- Prior experience as an Account Analyst or in a Relationship Management role with responsibility for servicing business customers and preparing credit applications
Preferred Experience :
- Background in agricultural finance and operations
- In-depth understanding of business risks and industry-specific challenges
- Proficiency in financial analysis and credit assessment
- Strong relationship management and client retention skills
- Ability to provide high-end differentiated service and value-adding solutions
Candidates must meet all essential qualifications and demonstrate a majority of the key competencies to be considered for this critical role. The successful applicant will be instrumental in driving growth and maintaining high-value relationships within our organisation.
Additional Information :
- Directing People
- Empowering Individuals
- Exploring Possibilities
- Following Procedures
- Interacting with People
- Account Opening & Maintenance
- Application & Submission Verification (Business Banking)
- Customer Understanding (Business Banking)
- Product Knowledge (Business Banking)
Remote Work : Employment Type :
Key Skills :
Business Development, Sales Experience, Loyalty Marketing, Portfolio Management, Wealth Management, Financial Services, Algebra, Territory Management, Banking, Relationship Management, Customer Relationship Management, Geometry
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