Private Banker

Job Status: Active ✓

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Job TypeFull Time


To develop and grow relationships with high net worth clients (private banking), incorporating the full portfolio of banking services both individual and commercial.


Increase revenue
? Identifying potential new clients and working with them to build up a relationship
? Establish and grow sales through networking functions, referrals for other customers or from within corporate sales
? Offer travel forex, VISA world currency card, vehicle finance to private clients
? Facilitate cross selling between divisions private and business banking
? Additional revenue streams eg. Tax Clearance applications, Emigration charges
? Stay informed of market conditions and do research to determine good opportunities to meet private banking revenue goals
Relationship management
Offer full spectrum (one stop shop) of customers service covering all individual product offerings
Exceptional client service
Perform customer visits, courtesy calls, special occasions
Provide solutions to issues as required
Facilitate relationship between teams to support efficient overall service
Stay current with events that affects exchange rates in order to assist clients more efficiently
Keep current with market updates and financial news
Establish rapport with individuals quickly and build trust with potential or current clients

Operational excellence

Ensure that interdepartmental processes and relationships are efficient and effective to deliver customer service, including back office, exchange control, governance
Relationship management between departments, more solution based
Maintain knowledge and understanding of appropriate legislation and regulations affecting banking and customer interaction to ensure that all transactions are legal.


Review the client files and keep up to date with changes in FICA, relationship management and client needs
Update and manage all client interaction on the CRM system/Shared Drive
Manage all administration and related paperwork to conclusion

Communication skills – verbal and written
Problem solving
Customer service orientation
Attention to detail
Professional personal appearance
Analyze financial information
Understanding of financial markets and economic conditions
Certificate in banking, Diploma, Degree
3-5 years sales experience

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Job id : , #74090, 9 views,