Job Description
Overview
Business Segment: Personal & Private Banking
Location: ZA, WC, Cape Town, 11 Main Road
To proactively promote a deep relationship-based offering, related initiatives, and activities aimed at creating value for both the client and the bank by optimizing the client experience, fostering deep relationships, and driving profitability.
Responsibilities
- Build and maintain strong, long-term relationships with high-net-worth individuals by understanding their financial needs, ensuring proper client segmentation, and driving retention through proactive engagement.
- Optimize client experience by managing portfolios, advising on lending products, driving digital banking adoption, resolving complaints effectively, and ensuring compliance with regulatory and risk management policies.
- Drive profitability by analyzing client financial behaviors, identifying revenue opportunities, strengthening relationships through proactive ...