Company Description
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 Description
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
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.)
Additional Information
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
