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Website Standard Bank
Job Description:
To manage an assigned portfolio of High Net Worth client accounts providing advice and relationship support ensuring optimal service, while integrating all Standard Bank products, services and resources, to ensure that their needs are met, thereby achieving the defined revenue targets through retention of existing business and acquisition of new business, in order to maximise bank’s profitability.
Job Responsibilities:
- Manage the “Cost of Sales” through evaluation of margins, cost of service and utilisation of the multi-channel delivery strategies. Measure, track and manage sales targets and budgets for portfolio.
- Manage the timeous completion of annual credit reviews on the portfolio and drive COA compliance with Transactional Relationship Managers.
- Ensure compliance with applicable regulations and legislation and adherence to standards, policies and procedures.
- Ensure proper record keeping as well as maintenance of information as per the applicable acts and procedures.
- Attend to client risk related issues, including KYC/FAIS and other regulatory matters.
Qualification & Experience:
- Business-related degree
- Post-graduate qualification is an advantage
- Minimum RE qualifications
- FAIS compliant
- 5-7 years’ client facing banking experience in private banking/private wealth/investment banking/commercial banking, with a good understanding of operational and administrative processes as well as risk and compliance standards and with a focus on maintaining high standards of service and problem resolution.
Job Details:
Company: Standard Bank
Vacancy Type: Full Time
Job Location: Johannesburg, Gauteng, SA
Application Deadline: N/A
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