Key Purpose
Build lasting relationships to retain a portfolio of high-net-worth clients by providing expert advice regularly in the structuring of a client's portfolio to unlock long term value, while attracting new clients to meet future growth targets.
Areas of responsibility may include but not limited to
Building long-term relationships with clients through consistent communication and interaction.
Possessing a deep knowledge of Discovery Banks products and services offered to best represent the organization in client meetings.
Sharing valuable and easy-to-understand information about products and services with their clients.
Promote and maintain a positive corporate image as a Purple Relationship Banker
Attend virtual or face-to-face meetings with clients.
Responsible for maintaining and nurturing existing clients by analysing client portfolios and offering guidance to maximise the use of Discovery Bank products.
Identifying new opportunities for cross-selling across the Discovery Group by means of referrals and upselling/upgrading existing clients within Discovery Bank.
Excellent communication skills, foster loyalty, and advocacy among their clients by providing exceptional service, delivering on promises, and exceeding expectations.
Important to liaise with other Relationship Bankers in the team, to share best practices, insights, and feedback.
Proactively identifying potential clients and assistance with onboarding to increase the Purple client base.
Queries or investigations are responded with the 'today's work today' principle.
The ability to be flexible and agile when dealing with ad-hoc tasks given by Management.
Proactive and critical thinking to anticipate and solve problems posed by Purple clients.
Personal Attributes and Skills
Work Ethic
Commitment to hard work and dedication to one's role.
Problem Solver
Come up with innovative solutions that will benefit the client and organisation.
Looks beyond the obvious.
Finds sustainable solutions.
Communication
Excellent interpersonal skills and the ability to communicate clearly, effectively and build strong relationships with others.
Values Driven
Committed to integrity and ethics in business.
Behaves consistently with Discovery Values.
Team Player
Ready, willing, and able to support the team.
Education and Experience
Matric.
Degree in Finance, Economics or Accounting.
FAIS accredited (RE5).
3 to 6 years' experience in a Private Banker role managing a portfolio of clients.
Experience with face-to-face meetings with clients is essential.