Private Banker


Share and send to your friends !

Private Banker C – IRC211857 at Zambia Retail Banking, Lusaka, Zambia in FNB Zambia Premier Banking
Ends 03 Jan 2022

purpose

To proactively optimise a portfolio of FNB Wealth Clients with the objective of addressing their financial needs and ensuring client profitability as well as retaining the client base.

experience and qualifications

  • Minimum Qualification: Relevant degree (Commerce or Financial stream).
  • Experience: Minimum 3 years’ experience in a Sales or Client facing role within the financial services industry.

additional requirements

responsibilities

  • Achieve revenue targets by either growing a portfolio of existing clients (optimising revenue opportunities) or by acquiring new clients and increase potential of existing portfolio.
  • Analyse client’s current product offerings and solutions with the aim of ensuring FNB Wealth is the client’s primary banking institution. In addition, identifying transactional and lending requirements.
  • Understand and market all Transactional Banking products within the FNB Wealth offering. Understand and market all Lending solutions within the FNB Wealth offering: Overdrafts, Mortgage (Single Homeloan), Mortgage (Multiple asset/ multiple property), Commercial Property Finance, Share Based Lending.
  • Successfully implement, track and report on Client Campaigns and initiatives.
  • Track, control and influence sales activities with the specific aim of achieving previously determined sales targets.
  • Maximise cross sell opportunities through the identification of specialist advisory requirements. E.g. Wealth Management, Fiduciary, Portfolio Management.
  • Manage the growth of active customer Account Base to increase Client base and revenue.
  • Deliver exceptional service that exceeds client expectations through proactive, innovative and appropriate solutions
  • Manage and grow portfolio through proactive client contact. Ensure client retention and satisfaction levels (measured via the Net Promoter Score).
  • Provide and track accurate and reliable sales statistics via Siebel.
  • Comply with governance in terms of legislative and audit requirements.
  • Manage own development to increase own competencies.

To apply for this job please visit www.firstrandjobs.mobi .

Full Time Lusaka, Zambia Posted 18 hours ago Join our efforts to change the world There are close to 2 billion people in the world with limited or no access…
A prestigious restaurant/pub in Lusaka is looking for an operations manager. We at foresight are conducting the interviews and screening process. The individual must Assist in the daily operations and…
Position Marketing Specialist – Central Africa Scope Drive local marketing & communication activities in collaboration with Marketing & Communications Business Area Mining. Main Responsibilities Collect marketing intelligence based on guidance…
DEPARTMENT : Marketing VACANCY : Marketing Director LOCATION : Lusaka, HQ Job Purpose Responsible for conceiving, developing and deploying the country-level marketing strategy for delivering revenue numbers and for ensuring a strong and…
Maintains daily data related to all company procurement plan. Coordinate with donor companies and sellers and provide all clarification on document approval and issue it in scheduled time. Prepare various…