Posted on: 31 August 2017
ID 548623

Private Banker x 15-Johannesburg

Private Banker – x 15 – Johannesburg  

Purpose of the role

To proactively optimise a portfolio of company clients with the objective of addressing their financial needs and ensuring client profitability as well as retaining the client base


Minimum of 3 years experience in a Sales or Client facing role within the financial services industry

NQF 6 Minimum, Degree preferable


Revenue Growth for Return on Investment (ROE) Achieve revenue targets by either growing a portfolio of existing clients (optimising revenue opportunities) or by acquiring new clients and increase potential of existing portfolio


Client Optimisation Analyse client’s current product offerings and solutions with the aim of ensuring that the company is the client’s primary banking institution. In addition, identifying transactional and lending requirements


Product Offerings and Solutions Understand and market all Transactional Banking products within the companies offering Understand and market all Lending solutions within the company offering:

  • Overdrafts
  • Mortgage (Single Homeloan)
  • Mortgage (Multiple assets/multiple property)
  • Commercial Property Finance
  • Share Based Lending

Campaign Management:   Successfully implement, track and report on Client Campaigns and initiatives

Achievement of Sales Targets:  Track, control and influence sales activities with the specific aim of achieving previously determined sales targets

Maximise Cross Sell Opportunities (VSI):  Maximise cross sell opportunities through the identification of specialist advisory requirements. E.g. Management, Fiduciary, Portfolio Management

Growth of Active Customer Account Base:  Manage the growth of active customer Account Base to increase Client base and revenue

Service Delivery: Deliver exceptional service that exceeds client expectations through proactive, innovative and appropriate solutions

Client Relationship Management: Manage and grow portfolio through proactive client contact. Ensure client retention and satisfaction levels


Sales Stats Provide and track accurate and reliable sales statistics via Siebel Corporate Governance Comply with governance in terms of legislative and audit requirements

Personal Development Manage own development to increase own competencies (Min 7 / Max 10)

Precise, systematic and rule-oriented in gathering, reviewing and evaluating data from a variety of perspectives; includes the ability to work with precision and highlight inaccuracies and inconsistencies in detailed information

Interpersonal Building Strategic Relationships / Networking

Develops a wide network of business contacts and use influential people as agents to accomplish professional objectives

Functional Business Insight and Risk Awareness

Utilises relevant economic, financial and industry data to assess business performance and make recommendations to ensure continue growth, viability and competitive advantage within sensible risk parameters

Functional Commercial and Financial Acumen

Understands relevant financial and commercial knowledge and applies this knowledge to be able to optimise financial resources to meet current and/or future priorities

Interpersonal Customer Service Orientation

Anticipates, recognises and meets the needs of internal and external customers, taking responsibility for maintaining the highest service standards and developing and sustaining productive client relationships

Intrapersonal Drive And

The capacity to be a self-starter and originator who maintains high levels of activity and produces a consistent high quality output within agreed deadlines; is


Results Orientation

Prompt and proactive in driving for results and sets demanding goals for self and others

Communication Influencing and Impact (Inc. Negotiation)

Use verbal and non-verbal communication skills to influence an audience and negotiate acceptance of proposals, plans or ideas

Functional Mathematical Acumen

Reasons with numbers and other mathematical concepts and presents numerical data in graphs, diagrams, charts and tables

Communication Verbal and Written Communication (Inc. Listening)Listens attentively, presents information in a clear manner and responds appropriately to the verbal and written communication of others; includes the ability to regulate delivery in response to the needs of the target audience

Finance jobs
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