Private Banker - Umhlanga Verfied

Salary Negotiable Umhlanga, Kwazulu-Natal Umhlanga, Kwazulu-Natal more than 14 days ago 18-07-2017 8:53:31 AM
28-07-2017 8:46:20 AM
To deliver banking solutions to clients by understanding their business and needs through relationship management to achieve the Company’s strategy to be the most admired bank

Qualifications
• Matric / Grade 12 / National Senior Certificate
• Degree in Business or Finance (e.g. BSc Economics, B Comm, Certified Associate of the Institute of Bankers
• FAIS Accreditation Regulatory Examination Level 1

Experience
• 2-3 years in a relationship management or banking environment

Job Specification
• Complete tasks through planning and reviewing against set targets
• Manage resources (time; processes and support teams) to optimize value against client expectations
• Comply with risk standards; policies and procedures through training and development as required by group compliance framework
• Research and analyse information by using problem solving techniques to propose solutions for work challenges
• Contribute to a culture conducive to the achievement of transformation goals by participating in the Company’s Culture building initiatives (e.g. staff surveys etc)
• Participate and support corporate responsibility initiatives for the achievement of business strategy (e.g.Green Strategy)
• Seek opportunities to improve business processes and systems by identifying and recommending effective ways to operate and adding value to the Company
• The 4th point seems to be missing - is this ok because it could have been covered in other activities - above)
• Deliver banking solutions that meet client needs through understanding of client's business and needs through relationship management
• Demonstrate an understanding of risk parameters by managing client relationships according to credit principles
• Improve results by tracking and analysing financial reports against agreed measures
• Support the achievement of the business strategy; objectives and values by reviewing the Company and Business Unit Plan and ensuring delivered systems; process; services and solutions are aligned
• Identify training courses and career progression for self through input and feedback from management
• Ensure all personal development plan activities are completed within specified timeframe
• Share knowledge and industry trends with team and stakeholders during formal and informal interaction
• Obtain buy-in for developing new and/or enhanced processes (e.g. operational processes) that will improve the functioning of stakeholders' businesses by highlighting benefits in support of the implementation of recommendations
• Understand clients business and needs through proactive client relationship management according to portfolio mandate
• Build relationships with internal stakeholders through communication and networking as determined by client needs
• Collaborate with third parties by engaging with them as guided by requirements of solutions delivered to clients

Key Skills
• Conducting root cause analysis
• Working with a group to identify alternative solutions to work situations
• Analysing situations or data that requires an evaluation of multiple factors
• Interacting with diverse people
• Building and maintaining effective relationships with diverse internal and external stakeholders
• Developing ways to minimize risks
• Analysing and interpreting qualitative and quantitative data
• Drafting reports
• Interacting with various levels of management
• Managing conflict situations
• Managing multiple projects
• Influencing stakeholders to obtain buy-in for concepts and ideas
• Answering customer questions
• Sharing information in different ways to increase stakeholders understanding
• Communicating complex information orally
• Communicating complex written information
• Brainstorming ways of improving a product or situation
• Challenging the status quo with a view to improving the environment or peoples understanding
• Identifying trends
• Checking accuracy of reports and
• Communicating standards to others
• Conducting gap analysis
• Conducting a needs analysis
• Comparing two or more sets of information
• Coordinating and securing buy-in from stakeholders
• Preparing and delivering presentations
• Writing business proposals
• Providing professional advice/opinion
• Using different approaches in new work situations

Key Competencies
• Communication
• Energy
• Building Trusting Relationships
• Managing Work (includes Time Management)
• Sales Disposition
• Sustaining Customer Satisfaction

Knowledge
• Banking knowledge
• Banking procedures
• Business Acumen
• Business principles
• Business writing
• Communication Strategies
• Data analysis
• Governance, Risk and Controls
• Microsoft Office
• Company policies and procedures
• Company vision and strategy
• Principles of financial management
• Principles of project management
• Relevant regulatory knowledge
• Relevant software and systems knowledge
• Decision-making process
• Company culture
• Cluster Specific Operational Knowledge

Employment Equity
Preference will be given to candidates from designated groups