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Nov 03, 2017

Private Banker

  • Barclays Africa Group Limited
  • Johannesburg, Gauteng, South Africa
Full time Banking

Job Description

Proactively develop, maintain and expand an enhanced relationship with identified affluent clients through holistic professional, reliable and appropriate financial solutions, to achieve all financial targets and effect sales activities within the Private Bank market. Provide financial planning solutions to Private Bank clients, specifically risk, wealth creation, preservation and maintenance

RESPONSIBILITIES

·      Be the clients main contact point for all Private banking needs

·      Secure new business and, or sales acquired through interaction and engagement with current and prospective clients and leads generation

·      Review and negotiate new pricing structures with clients

·      Proactively contact the portfolio of assigned customers to discuss their financial needs

·      Complete detailed assessments of client needs for banking products, financial planning and estate planning

·      Create lead referrals for financial and estate planning and call on specialists to assist

·      Log and action general queries

·      Take instructions from clients to link or delink accounts to their internet banking or other profiles

·      Authenticate client requests to access Flexi Reserve funds on their home loans before sending for processing

·      Manage portfolio of clients from a business and risk perspective

·      Manage high risk customer accounts with the credit team

·      Assist with the development of high quality credit client solutions which are both practical and appropriate for clients

·      Assist in communication with the client to support managing the referral listings, support reduction in credit risk

·      Drive the credit review process

·      Adhere to credit risk standards

·      Submit applications to credit by completing comprehensive, high quality call reports

·      Action credit reports or listings by contacting clients to rectify excess amounts

·      Administer the release of security documentation and inform clients if the release of documents has been declined

·      Complete a monthly analysis of the profitability of the portfolio of clients including the quality of credit and make recommendations to the Regional Manager if actions are required for identified clients

·      Analyse sales achieved against targets agreed on a monthly basis for new and existing clients

·      Review the portfolio from a compliance perspective

COMPETENCIES

·         Deciding and initiating action

·         Relating and networking

·         Persuading and influencing

·         Presenting and communicating information

·         Writing and reporting
Delivering results and meeting customer expectations

Essential/Basic Qualifications
 

MINIMUM REQUIREMENTS

·         B-degree in Commerce, Finance, and Banking or equivalent NQF level 6

·         RE qualification

·         One (1) year experience in a FAIS role

·         Five (5) years experience in Financial Services industry

·         Two (2) years’ experience in client facing interaction selling wealth solutions

·         Proficient in MS Office (Word, Excel, PowerPoint and Outlook) and the Internet

·         No criminal record


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