Private Banker

Duties

• To proactively optimise a portfolio of FNB Wealth Clients with the objective of addressing their financial needs and ensuring client profitability as well as retaining the client base
• Responsibilities:
• 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
• Analyze client’s current product offerings and solutions with the aim of ensuring FNB Wealth is the client’s primary banking institution. In addition, identifying transactional and lending requirements
• Successfully implement, track and report on Client Campaigns and initiatives
• Track, control and influence sales activities with the specific aim of achieving previously determined sales targets
• Maximize cross sell opportunities through the identification of specialist advisory requirements. E.g. Wealth Management, Fiduciary, Portfolio Management
• Manage the growth of active customer Account Base to increase Client base and revenue
• Deliver exceptional service that exceeds client expectations through proactive, innovative and appropriate solutions
• Manage and grow portfolio through proactive client contact. Ensure client retention and satisfaction levels (measured via the Net Promoter Score)
• Convert leads into successful sales. Achieve individual targets set to appropriate business area or sales plan
• Source and refer new leads through client interactions
• Provide and track accurate and reliable sales statistics via Siebel
• Comply with governance in terms of legislative and audit requirements
• Continuously assess own performance, seek timely and clear feedback and request training where appropriate

Requisites

• Relevant degree (Commerce or Financial stream)
• Minimum of 3 years experience in a Sales or Client facing role within the financial services industry

Notes

• Only shortlisted applicants will be contacted