Purpose of Role:
To proactively optimize a portfolio of company wealth clients with the objective of addressing their financial needs and ensuring client profitability as well as retaining client base
Required Qualification:
Relevant Degree – Commerce or Financial Stream
Experience:
Minimum of 3years experience in a Sales or Client facing within the financial services industry
Minimum Role Outputs:
Revenue Growth for return of investments (ROE) – Achieve revenue targets by either growing a portfolio of existing clients (optimizing revenue opportunities) or by acquiring new clients and increase potential of existing portfolio
Client Optimization – Analyse client’s current product offerings and solutions within the aim of ensuring the company is the client’s primary banking institution. In addition, identifying transactional and lending requirements
Product offerings and Solutions – Understand and market all transactional banking products within the company wealth offering
Understand and market all lending solutions within the company wealth offering
• Overdrafts
• Mortgage (single home loan)
• Mortgage (multiple assets/multiple properties)
• Commercial property Finance
• Share based lending
Campaign Management – Successfully implement, track and report on client campaigns and initiatives