To grow, maintain and retain a portfolio of private banking customers in line with the segment value propositions, related initiatives and activities aimed at creating value for the client and the bank.
Job Responsibilities
Retain Private Banking customers as per the criteria outlined in the segment value proposition and reflected by the Country segment strategy.
Interact frequently and build strong working relationships with enabler and fulfilment functions (including credit specialists, product specialists and wealth specialists) to shorten turnaround times.
Liaise effectively with the sales team to ensure seamless transfer of clients after sale has been concluded to relationship management; Retain ownership of customer requests, complaints and applications - follow every task through to completion keeping the customer updated on progress.
Conduct a needs analysis with all new and existing customers to ensure that product opportunities identified are appropriate to meet the customer's needs and priorities.
Pro-actively manage the portfolio to maximize revenue for the Bank (referring to fees, margins and sales), minimize costs and risks, whilst maintaining and entrenching the customer's relationship with the Bank appropriately.
Qualifications
University Degree
Experience
5-7 years' experience in sales, High Networth Individuals relationship management, credit applications and financial acumen (i.e., proven sales track record in the financial service industry.)
Behavioural Competencies:
Adopting Practical Approaches
Articulating Information
Challenging Ideas
Convincing People
Exploring Possibilities
Following Procedures
Interacting with People
Making Decisions
Meeting Timescales
Producing Output
Showing Composure
Understanding People
Technical Competencies:
Active Listening
Difficult Calls Management
Electronic Communications & Devices
Inbound Phone Statistics
Query Resolution
Telephone Caller Handling