Our client in the Banking Sector based in East London is looking for Private Banker to optimize a portfolio of clients, addressing their financial needs and ensuring client profitability as well as retaining the client base.Job Description:
•Achieve revenue targets by either growing a portfolio of existing clients (optimizing 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 the client’s primary banking institution. In addition, identifying transactional and lending requirements.
•Understand and market all Lending solutions within which the organization is offering (e.g. Overdrafts, Mortgage - Single Homeloan, Mortgage - Multiple asset/ multiple property, Commercial Property Finance, Share Based Lending.)
•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.
•Maximise 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).
•Provide and track accurate and reliable sales statistics via Siebel.
•Comply with governance in terms of legislative and audit requirements.
•Manage own development to increase own competencies.

Required Qualifications and Experience:
•Relevant degree (Commerce or Financial stream)
•Minimum of 3 years’ experience in a Sales or Client facing role within the financial services industry.

Competencies:
•Analysis and attention to detail.
•Building Strategic Relationships and networking.
•Business Insight and risk awareness.
•Commercial and financial acumen.
•Customer service orientation.
•Results orientation.
•Influencing and impact including negotiation.
•Mathematical Acumen.
•Verbal, written Communication and listening.