Private Banker

Job Description

To grow, maintain and retain a portfolio of private banking customers in line with the segment value propositions, related initiatives and activities aimed at creating value for the client and the bank.

Qualifications

Type of Qualification: First Degree
Field of Study: Business Commerce

Experience Required
Affluent Clients
Personal and Private Banking
5-7 years
Experience in sales, service, relationship management, credit applications and financial acumen (i.e., proven sales track record in the Financial service industry.)

Behavioural Competencies:

• Articulating Information
• Conveying Self-Confidence
• Convincing People
• Developing Strategies
• Empowering Individuals
• Establishing Rapport
• Examining Information
• Exploring Possibilities
• Impressing People
• Interacting with People
• Interpreting Data
• Meeting Timescales
• Producing Output
• Providing Insights
• Pursuing Goals
• Seizing Opportunities
• Taking Action
• Thinking Positively
• Understanding People
• Upholding Standards

Technical Competencies:

• Banking Process & Procedures
• Commercial Acumen
• Customer Understanding ( Consumer Banking)
• Financial Acumen
• Product Knowledge (Consumer Banking)
• Risk Identification
• Risk Reporting