Job Description
To proactively deliver a deep, relationship-based Private Banking offering through value-adding client engagement, portfolio management and tailored financial solutions that enhance the client experience, deepen relationships and support sustainable profitability for the bank.
Key Responsibilities
- Build and maintain strong relationships with Private Banking clients through proactive and value-adding engagement.
- Drive portfolio growth through retention, cross‑selling, sales delivery and identifying new client opportunities.
- Understand client needs and recommend suitable banking, lending, wealth and digital solutions.
- Support quality credit applications, annual credit reviews and effective portfolio administration.
- Manage client queries, complaints, digital adoption, risk and compliance requirements in line with bank standards.
Qualifications
- Bachelor of Commerce, Advanced Diploma or equivalent NQF...
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