Overview
Relationship Manager II, Private Bank Jobs in Johannesburg, South Africa at Standard Bank of South Africa Limited
Business Segment: Personal & Private Banking
To grow, maintain and retain a portfolio of signature banking customers in line with the segment value propositions, related initiatives and activities aimed at creating value for the client and the bank.
Qualifications
Minimum Qualifications
Type of Qualification: First Degree (NQF7)
Field of Study: Business Commerce
Experience Required
Affluent Clients – Personal and Private Banking
5-7 years experience in sales, service, relationship management, credit applications and financial acumen (i.e., proven sales track record in the Financial service industry).
Sound knowledge of the Bank’s laid down policies and procedures as it relates to the processing of customer transactions.
The ability to analyse customer needs by engaging with them, analysing their personal financial objectives as well as their current financial position.
Proactively promote a relationship-based offering through a primary point of contact, which meets the client expectations by providing personalized financial solutions in line with the client value proposition.
Prepare and submit quality credit applications for evaluation and/or approval by Credit, where required or oversee the preparation of credit applications. Conduct credit reviews as and when required.
Analyse client’s financial information and formulate solutions on how to respond to a client’s needs and requirements accordingly (e.g., a client is experiencing a cash flow problem).
Ensure that all clients in the portfolio meet the segmentation criteria as per defined parameters.
Additional Information
Articulating Information
Conveying Self-Confidence
Developing Strategies
Empowering Individuals
Examining Information
Exploring Possibilities
Impressing People
Interacting with People
Interpreting Data
Making Decisions
Producing Output
Providing Insights
Pursuing Goals
Taking Action
Thinking Positively
Upholding Standards
Banking Process & Procedures
Commercial Acumen
Please note:
All our recruitment processes comply with the applicable local laws and regulations. We will never ask for money or any form of payment as part of our recruitment process. If you experience this, please contact our Fraud line on  or Transacti
#J-18808-Ljbffr
Title: Relationship Manager II, Private Bank
Company: Standard Bank of South Africa Limited
Location: Johannesburg, South Africa
Category: Finance & Banking (Banking & Finance, Financial Consultant, Financial Sales)
