Jobs

Job title: Complex Relationship Manager - Banking
Employment type: Full Time
Experience: 7 to 10 years
Salary: R700000 to R900000
Job published: 23 October 2020
Job reference no: 995726809

Job Description

Relationship Manager - Banking

Leading bank seeks a seasoned banker who is professional and credible. Pivotal role to manage a portfolio of mature and mostly self-employed Wealth clients. Be instrumental in analysing complex financial statements and structure complex deals.

Main duties:

  • Key role to manage a portfolio of High Net worth clients.
  • Provide sound advice and superior service.
  • Be instrumental in retaining clients and acquiring new business.
  • Build excellent, personal and trusting relationship with portfolio of clients.
  • Understand the clients’ unique personal and business needs.
  • Interact with the rest of the bank, such as Business Banking, Private Banking and CIB, to provide seamless solutions.
  • Proactively communicate new products and services.
  • Cross sell on focussed wealth leads and lending opportunities.
  • Introduce entire spectrum of transactional banking products, Investments, Forex, offshore banking etc
  • Analyse financial statements and structure quality credit applications.
  • Restructure debt for efficiencies and bring client’s assets under one roof.
  • Other key responsibilities to be discussed at interview stage.

Qualifications and Experience:

  • Degree in Finance, Law, CFP or related. FAIS qualified.
  • 7 to 10 years exp in Relationship Mgt exp in top bank is essential.
  • Equity Appointment.

Should you be interested in the role:

  • Please submit your CV online.
  • For any queries, please contact Bev at SET on 082 495 8595.

Skills:

Industries: