Affluent Relationship Manager

Bidvest Bank Limited; Sandton; On-site; ZAR 420,000 - 720,000; Full time

Job summary

Bidvest Bank Limited is seeking a high-energy sales professional to source new clients, expand an affluent banking portfolio, and proactively manage relationships to maximise profitability. The role focuses on education of product offerings, cross-selling, and delivering value-driven banking solutions.

You will maintain ongoing client contact, address needs with timely solutions, and ensure a compliant onboarding process while achieving monthly revenue targets and contributing to Bidvest Bank's

Qualifications

• Matric/undergraduate degree in finance or banking related field is required.
• Experience in sales within financial services preferred, with business banking exposure.
• RE5 certification must be completed within the allocated time.

Responsibilities

• Proactively source new clients and grow monthly acquisitions.
• Educate clients on Bidvest Bank products to maximize revenue.
• Maintain and grow a portfolio of high-value relationships.
• Provide excellent client service and timely solutions to clients.
• Coordinate with internal teams to ensure smooth on-boarding and compliance.

Skills

Sales

Client relationships

Negotiation

Presentation

Communication

Networking

Time management

Teamwork

Education

Matric

National Diploma – Finance/Certificate in Banking

BCom – Banking, Finance, Commercial

RE5 – completed

Job description

Bidvest Bank Limited is seeking a high-energy sales professional to source new clients, expand an affluent banking portfolio, and proactively manage relationships to maximise profitability. The role focuses on education of product offerings, cross-selling, and delivering value-driven banking solutions.

You will maintain ongoing client contact, address needs with timely solutions, and ensure a compliant onboarding process while achieving monthly revenue targets and contributing to Bidvest Bank's