Elite Client Advisor

Bebeefinancialanalyst; Cape Town; On-site; ZAR 500 000 - 800 000; Full time

Job summary

A financial services firm in Cape Town is seeking a skilled High-Value Relationship Manager. The role involves building and maintaining relationships with high-net-worth individuals, providing tailored financial solutions. The ideal candidate should possess a Bachelor's degree in Business Commerce and have over 3 years of experience in Personal and Private Banking, with a solid track record in sales performance. Strong analytical skills are crucial for identifying client needs and revenue opportunities in a competitive market.

Qualifications

• 3+ years of experience in Personal and Private Banking specializing in Affluent Clients.
• Proven sales performance in branch banking covering key areas such as universal banking, credit management, and client servicing.

Responsibilities

• Analyze client data to identify potential revenue streams and develop targeted strategies.
• Foster deep relationships with clients by providing exceptional service.
• Drive sales performance through proactive engagement and identifying revenue opportunities.

Skills

Client Segmentation

Relationship Building

Sales Performance

Education

Bachelor's degree in Business Commerce (NQF7 or higher)

Job description

Overview

High-Value Relationship Manager Job Description. We are seeking a skilled High-Value Relationship Manager to join our team. The successful candidate will be responsible for building and maintaining strong, long-term relationships with high-net-worth individuals. The ideal candidate will have a deep understanding of the financial needs of affluent clients and will be able to provide tailored solutions to meet their goals.

Responsibilities

• Client Segmentation: Analyze client data to identify potential revenue streams and develop targeted strategies to drive engagement.
• Relationship Building: Foster deep relationships with clients by providing exceptional customer service, managing portfolios, and advising on lending products.
• Sales Performance: Drive sales performance through proactive engagement, identifying revenue opportunities, and collaborating with internal specialists.

Qualifications

• Bachelor's degree in Business Commerce (NQF7 or higher)
• 3+ years of experience in Personal and Private Banking specializing in Affluent Clients
• Proven sales performance in branch banking covering key areas such as universal banking, credit management, client servicing