Relationship Banker

5 months ago

Sandton, South Africa Discovery Ltd. Full time

**Business Unit**:Discovery Bank**Function**:Client Service**Date**:23 Mar 2024**About Discovery**

Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart, self-driven people to be their best. As global thought leaders, Discovery is passionate about innovating in order to not only achieve financial success, but to ignite positive and meaningful change within our society.

**About Discovery Bank**
- Discovery Bank is a bank like no other - a shared-value bank, designed with our clients in mind. We’re all about sharing the value that clients create when they manage their money well, back with them through exceptional interest rates and rewards. Our Vitality Money programme measures how well clients manage their finances, informs them of what it means to be financially healthy, and empowers them with the knowledge to get enhanced rewards for managing their money well. If you’re adaptable, a problem-solver, always questioning the way things are done, passionate about doing what is right, and obsessed with providing a quality service experience, we have a job for you where you can be your best in an environment that’s safe and nurturing.**Key Purpose**
- Build lasting relationships to retain a portfolio of high-net-worth clients by providing expert advice regularly in the structuring of a client’s portfolio to unlock long term value, while attracting new clients to meet future growth targets.**Areas of responsibility may include but not limited to**
- Building long-term relationships with clients through consistent communication and interaction.
- Possessing a deep knowledge of Discovery Banks products and services offered to best represent the organization in client meetings.
- Sharing valuable and easy-to-understand information about products and services with their clients.
- Promote and maintain a positive corporate image as a Purple Relationship Banker
- Attend virtual or face-to-face meetings with clients.
- Responsible for maintaining and nurturing existing clients by analysing client portfolios and offering guidance to maximise the use of Discovery Bank products.
- Identifying new opportunities for cross-selling across the Discovery Group by means of referrals and upselling/upgrading existing clients within Discovery Bank.
- Excellent communication skills, foster loyalty, and advocacy among their clients by providing exceptional service, delivering on promises, and exceeding expectations.
- Important to liaise with other Relationship Bankers in the team, to share best practices, insights, and feedback.
- Proactively identifying potential clients and assistance with onboarding to increase the Purple client base.
- Queries or investigations are responded with the ‘today’s work today’ principle.
- The ability to be flexible and agile when dealing with ad-hoc tasks given by Management.
- Proactive and critical thinking to anticipate and solve problems posed by Purple clients.

**Personal Attributes and Skills**
- **Work Ethic**
- Commitment to hard work and dedication to one's role.

***
- **Problem Solver**
- Come up with innovative solutions that will benefit the client and organisation.
- Looks beyond the obvious.
- Finds sustainable solutions.
- **Communication**
- Excellent interpersonal skills and the ability to communicate clearly, effectively and build strong relationships with others.
- **Values Driven**
- Committed to integrity and ethics in business.
- Behaves consistently with Discovery Values.
- **Team Player**
- Ready, willing, and able to support the team.

**Education and Experience**
- Matric.
- Degree in Finance, Economics or Accounting.
- FAIS accredited (RE5).
- 3 to 6 years’ experience in a Private Banker role managing a portfolio of clients.
- Experience with face-to-face meetings with clients is essential.
- EMPLOYMENT EQUITY
The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.

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