To acquire, service and retain clients within the Prestige Banking segment by delivering exceptional relationship management, conducting structured needs analyses and deepening product uptake across lending, transactional and digital banking. The role focuses on proactive portfolio growth, quality client engagement, and the identification of wealth, investment and fiduciary opportunities through collaboration with specialist teams.
Key Responsibilities:
- Manage and grow an assigned Prestige client portfolio through proactive engagement, needs‑based conversations and consistent relationship building
- Deepen client banking relationships by identifying opportunities across transactional, lending, digital and rewards solutions
- Identify wealth, investment, fiduciary and estate planning needs and refer clients to Financial Planners, Investment Consultants and specialist teams
- Conduct structured client reviews to understand financial goals and recommend appropriate banking solutions
- Action client service requests efficiently across digital, voice and branch channels, ensuring fast turnaround and a seamless client experience
- Uphold governance and compliance standards by completing all AML, KYC, due diligence, arrears management and regulatory requirements on time
- Bachelor’s Degree in Commerce, Banking, Finance or related field or Advanced Diploma (NQF 7) FAIS-recognised qualification
- Valid driver’s licence and mobility to travel to client sites
Experience Required:
- 2 years total banking experience, with 1 to 2 years FAIS-related experience in a physical, virtual or voice branch environment
- Proven experience in relationship banking, managing a personal, prestige or affluent client portfolio
- Exposure to wealth management, investment consulting, or financial planning referral environments
- Demonstrated ability to grow a portfolio, drive product entrenchment (lending, transactional and digital) and retain clients
- Experience working across multi-channel environments to action client requests, manage credit applications and resolve service gaps
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