Job summary
A leading bank in South Africa is seeking a candidate to manage a portfolio of high-value Premium Segment relationships. The role involves developing strategic plans, cultivating relationships, and providing tailored financial services. Ideal candidates will have 3–7 years of experience in business banking and hold relevant degrees. This position requires strong relationship management skills and a proactive approach to meet client demands.
Qualifications
- 3–7 years of experience in business banking, commercial banking, or corporate banking.
- Experience in relationship management, financial advisory, or credit analysis for business clients.
- Knowledge of SME banking, mid-market banking, or high-net-worth business clients.
Responsibilities
- Develop and execute strategic plans to grow a portfolio of high-value Premium Segment clients.
- Cultivate strong, professional relationships with key decision-makers.
- Conduct analyses of clients' business needs to identify opportunities for premium banking solutions.
- Collaborate with internal stakeholders to deliver tailored financial services.
- Implement a proactive approach to risk management.
- Monitor market trends to identify new opportunities.
- Prepare and deliver comprehensive financial presentations.
- Manage complex client issues with professionalism and urgency.
- Achieve and exceed performance targets related to portfolio growth.
- Mentor and guide junior team members.
Skills
Strong relationship management and client acquisition skills
In-depth knowledge of business banking products
Financial analysis and credit assessment expertise
Excellent negotiation and communication skills
Sales and business development skills
Education
Bachelor’s degree in business, Finance, Economics, Accounting, or a related field
Master’s degree (MBA) or postgraduate diploma in Business Administration, Finance, or Banking
Professional certifications such as Certified Banker (CB), CFP, or CFA
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