Business Segment: Personal & Private Banking
Location: ZA, Gauteng, Pretoria, Menlyn
Job Type: Full-time
Job Ref ID: 80438905A-0002
Date Posted: 7/17/2025
Job Description
To Coach and manage bankers to deepen bank-client relationships and entrenchment of existing clients by achieving client experience, product, and balance sheet targets. Responsible for the aggregated banker performance KPIs, including financial targets and achieving the desired sales. Responsible for driving execution against campaigns and engagement strategy. Manage Relationship and Portfolio Management to ensure segment growth and retention.
Qualifications
Type of Qualification: First Degree
Field of Study: Business Commerce
Licenses & Certifications: FAIS Representative
Experience Required
Client Coverage
Personal and Private Banking
5-7 years proven successful sales track record in the financial services industry.
Advanced product knowledge including specialised products and financial structures.
Advanced experience and knowledge in credit and compliance matters.
Negotiating skills and conflict handling.
Experience in the application of coaching techniques would be beneficial, as part of having led a team and working with private banking clients.
Additional Information
Behavioural Competencies:
Adopting Practical Approaches
Articulating Information
Challenging Ideas
Convincing People
Developing Strategies
Embracing Change
Exploring Possibilities
Inviting Feedback
Providing Insights
Resolving Conflict
Understanding People
Valuing Individuals
Technical Competencies:
Client Knowledge
Client Retention
Client Servicing
Customer Understanding ( Consumer Banking)
Product Knowledge (Consumer Banking)
Risk Awareness
Risk Identification
Risk Management
Sales Planning and Reporting
Please note: All our recruitment processes comply with the applicable local laws and regulations. We will never ask for money or any from of payment as part of our recruitment process. If you experience this, please contact our Fraud line on +27 800222050 or [email protected]
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