Complex Relationship Manager - Banking
SET Recruitment Consultants
Johannesburg, South Africa, Gauteng, ZA
2d ago

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.
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