To drive growth via the Employee Value Banking (EVB) proposition for consumer clients by identifying their financial and transactional needs and recommending suitable solutions.
Key Responsibilities:
- Identify and analyse client financial and transactional needs to develop tailored EVB propositions
- Recommend and present suitable banking solutions aligned with client objectives
- Build and maintain strong relationships with consumer clients to drive engagement and retention
- Develop and execute business development strategies to achieve growth targets within assigned portfolio
- Analyse market opportunities and competitive landscape to identify new business development avenues
- Prepare comprehensive proposals and presentations for client pitches and stakeholder reviews
- Monitor and report on key performance metrics, client acquisition, and revenue generation
- Collaborate with cross-functional teams including product, operations, and compliance to deliver client solutions
- Ensure all client interactions and business practices comply with regulatory requirements and governance standards
Type of Qualification: First Degree
Field of Study: Business Commerce
Experience Required
Personal Banking
Personal and Private Banking
5-7 years
Experience in the design and development of client value propositions. Experience within CHNW/Business Clients distribution environment. Experience in the application of data management, advanced analytics, business intelligence and quantitative techniques.
Behavioural Competencies:
- Adopting Practical Approaches
- Convincing People
- Developing Expertise
- Developing Strategies
- Directing People
- Empowering Individuals
- Exploring Possibilities
- Interacting with People
- Making Decisions
- Resolving Conflict
- Taking Action
- Team Working
Technical Competencies:
- Business Acumen (P&C)
- Financial Acumen
- Interpreting Financial Statements
- Product Knowledge (Consumer Banking)
- Written Communication