Private Banking Relationship Manager — HNW Clients

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

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.