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Wealth Management Professional
2 weeks ago
We're seeking a skilled Private Wealth Banker to join our team and contribute to our mission of empowering Africa's tomorrow, together.
As a Private Wealth Banker, you will be responsible for building and maintaining professional business relationships with our clients, achieving financial targets, acquiring new clients, and improving customer experience.
Your Key Responsibilities:
- Develop and execute client relationship plans to deepen understanding of client needs and preferences.
- Identify opportunities to cross-sell and up-sell products to clients, ensuring compliance with regulatory requirements.
- Collaborate with specialists to deliver our value proposition to clients, ensuring exceptional customer service.
- Manage client expectations and provide regular updates on progress towards agreed goals.
- Maintain accurate records of client interactions, transactions, and communications.
- Contribute to the development of business strategies and plans to achieve revenue growth and expansion.
Business Acumen and Risk Management:
- Apply sound judgment and decision-making skills to resolve complex client issues and concerns.
- Identify and mitigate risks associated with client relationships, transactions, and operations.
- Collaborate with Risk stakeholders to ensure effective risk management and compliance.
- Stay up-to-date with market trends, competitor activity, and regulatory changes affecting our clients and business.
- Develop and maintain strong relationships with colleagues, stakeholders, and partners to achieve business objectives.
- Participate in training and development programs to enhance skills and knowledge in areas such as sales, marketing, and risk management.
Education and Experience:
- Bachelor's degree in Business, Commerce, or Management Studies or equivalent NQF Level 7 qualification.
- Five years' relevant Private or Wealth or Premium or Private Wealth Virtual Banking experience.
- FAIS Compliance.
