Ultra High Net Private Banker - Cape Town Verfied

Salary Negotiable Cape Town, Western Cape Cape Town, Western Cape more than 14 days ago 03-05-2017 9:28:39 AM
31-05-2017 9:28:39 AM
Job Requirements

To develop and maintain relationships with clients High level knowledge of business finance and investments Generates new business.

Achievement of the Net Income Return for the Business as defined in the Financial Performance Report of the Business

Drive an Increase in average balance of specific portfolio of assets as defined in the Financial Performance Report of the business

Drive an increase in average balance of specific portfolio of liabilities (e.g. Call reports, 32 Day Deposits, Fixed Deposits) as defined in the Financial Performance Report of the Business

Deliver exceptional service that exceeds customers' expectations through proactive, innovative and appropriate solutions

Manage existing clients and grow portfolio through making contact and generating leads through the Net Promoter Tool

Maintenance of expert knowledge on specific products, pricing, application procedure, processing and timelines in order to drive and achieve relevant sales targets.

Manage the growth of active customer Account Base to increase client base

Maximise Business Portfolio cross sell opportunities and strengthen client relationships

Manage the migration of accounts from transactional to Self Service

Ensure effective Data Management by ensuring expired limits are attended to against set target. Prepare credit proposals for review by the Credit Product House.

Monitor and evaluate the organisation's success in managing its legal and compliance risks for the Portfolio of Business Account

Provide accurate and reliable sales statistics.

Manage own development to increase own competencies

Additional Details

Recognized FSB NQF 6 Certification

2 -3 years related financial services experience

Regulatory Exam Certificate