Ultra High Net Private Banker - Cape Town

Relevant degree (Commerce or Financial stream)
Professional Registrations 0
Experience Minimum of 3 years experience in a Sales or Client facing role within the financial services industry MINIMUM ROLE OUTPUTS
Perspective: Finance
Generic (an output or deliverable)
DESCRIPTION Revenue Growth for Return on Investment (ROE) Achieve revenue targets by either growing a portfolio of existing clients (optimising revenue opportunities) or by acquiring new clients and increase potential of existing portfolio
Perspective: Client Services
Generic (an output or deliverable)
DESCRIPTION Client Optimisation Analyse client’s current product offerings and solutions with the aim of ensuring client is the client’s primary banking institution. In addition, identifying transactional and lending requirements
2 Client Organisational Design
Product Offerings and Solutions Understand and market all Transactional Banking products within the Client offering. Understand and market all Lending solutions within the Client offering: • Overdrafts • Mortgage (Single Homeloan) • Mortgage (Multiple asset/ multiple property) • Commercial Property Finance • Share Based Lending Campaign Management Successfully implement, track and report on Client Campaigns and initiatives Achievement of Sales Targets Track, control and influence sales activities with the specific aim of achieving previously determined sales targets Maximise Cross Sell Opportunities (VSI) Maximise cross sell opportunities through the identification of specialist advisory requirements. E.g. Wealth Management, Fiduciary, Portfolio Management Growth of Active Customer Account Base Manage the growth of active customer Account Base to increase Client base and revenue Service Delivery Deliver exceptional service that exceeds client expectations through proactive, innovative and appropriate solutions Client Relationship Management Manage and grow portfolio through proactive client contact. Ensure client retention and satisfaction levels (measured via the Net Promoter Score)
Perspective: Process
Generic (an output or deliverable)
DESCRIPTION Sales Stats Provide and track accurate and reliable sales statistics via Siebel Corporate Governance Comply with governance in terms of legislative and audit requirements
Perspective: People
Generic (an output or deliverable)
DESCRIPTION Personal Development Manage own development to increase own competencies

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