Business Segment: Personal & Private Banking
Location: ZA, WC, Cape Town, 2 Heerengracht Street
Job Type: Full-time
Job Ref ID: 80422358A-0001
Date Posted: 8/9/2025
Job Description
To deliver a quality service and manage service gaps realised by clients as they engage through the bank's various touchpoints. To deliver planned and proactive client engagements driven through holistic client reviews focused on achieving contextual client outcomes. Deepen bank-client relationships primarily focused on providing cross-pillar solutions for clients, working with the supporting product specialists to ensure holistic engagement and guidance for financial decisioning by clients.
Qualifications
FAIS aligned Degree in Business Commerce (NQF7 or higher)
Experience Required:
Proven sales track record with 5 -7 years of experience in Personal and Private Banking, demonstrating success in client acquisition, portfolio growth, and revenue generation.
Strong expertise in financial analysis, risk assessment, and investment products, with in-depth knowledge of banking regulations, compliance, and market trends.
Excellent customer relationship management skills, coupled with proficiency in banking systems, outstanding communication, and the ability to thrive in a fast-paced team environment.
Additional Information
Behavioral Competencies
Articulating Information
Challenging Ideas
Conveying Self-Confidence
Convincing People
Developing Expertise
Technical Competencies:
Banking Process & Procedures
Client Knowledge
Client Retention & Client Servicing
Customer Understanding ( Consumer Banking)
Risk Awareness & Risk Identification
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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