About the Role
Stanbic IBTC Holdings PLC is looking for a dedicated and results-driven Private Banker to join our team in Finima. In this role, you will be responsible for growing, maintaining, and retaining a portfolio of high-net-worth private banking customers in alignment with our segment value propositions and strategic initiatives.
Key Responsibilities- Retain Private Banking customers as per the criteria outlined in the segment value proposition and country segment strategy.
- Interact frequently and build strong working relationships with enabler and fulfilment functions, including credit, product, and wealth specialists, to shorten turnaround times.
- Liaise effectively with the sales team to ensure a seamless transfer of clients from sales to relationship management.
- Retain ownership of customer requests, complaints, and applications, following every task through to completion while keeping clients updated.
- Conduct thorough needs analyses with new and existing customers to identify appropriate product opportunities that meet their financial priorities.
- Proactively manage the portfolio to maximize revenue through fees, margins, and sales, while minimizing costs and risks.
- Minimum of a University Degree in a relevant discipline.
- 5 to 7 years of proven experience in sales, High Net Worth Individual (HNI) relationship management, credit applications, and financial acumen within the financial services industry.
- Strong behavioural competencies including interpersonal skills, decision-making, and meeting timescales.
- Proficiency in technical competencies such as active listening, query resolution, and effective communication.
- Competitive salary package with performance-based incentives.
- Comprehensive health insurance and wellness programs.
- Continuous professional development and career growth opportunities within the Standard Bank Group.