UHNW Client Manager

3 weeks ago


Pretoria, Gauteng, South Africa FirstRand Bank Limited Full time

Role Summary

We are seeking a skilled and experienced professional to join our team as a UHNW Client Manager. In this role, you will be responsible for developing and maintaining high net worth client relationships, providing holistic solutions to meet their needs, and identifying opportunities to grow our client base.

Key Responsibilities

  • Develop and maintain strong relationships with high net worth clients, understanding their financial needs and goals.
  • Provide expert advice on balance sheet management, investment strategies, and wealth creation.
  • Identify opportunities to cross-sell and upsell our products and services to clients.
  • Work closely with internal stakeholders to ensure seamless delivery of services and solutions to clients.
  • Monitor and report on client portfolio performance, identifying areas for improvement and opportunities for growth.

Requirements

  • Strong understanding of balance sheet management and wealth creation strategies.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and internal stakeholders.
  • Proven track record of success in client relationship management and business development.
  • Ability to work in a fast-paced environment, prioritizing multiple tasks and deadlines.

About FirstRand Bank Limited

FirstRand Bank Limited is a leading financial services provider, committed to delivering exceptional service and solutions to our clients. We offer a dynamic and supportive work environment, with opportunities for professional growth and development.



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