Private Banking Portfolio Manager
5 days ago
We are a leading financial services provider in South Africa, dedicated to helping our clients achieve their financial goals.
Our Culture: We value innovation, teamwork, and excellence in everything we do.
Job Purpose: To identify and acquire new business opportunities, grow existing relationships, and deliver excellent client service.
Key Performance Indicators (KPIs):
- Meet or exceed monthly revenue targets.
- Maintain a high level of client satisfaction through regular engagement and issue resolution.
- Develop and execute strategic plans to drive growth and retention.
What You'll Do:
- Analyze customer needs and preferences to develop tailored solutions.
- Negotiate and close deals with existing and new clients.
- Build strong relationships with internal stakeholders to ensure seamless delivery of products and services.
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