Banking Relationship Manager

• Acquire new retail clients through developing professional relationships based on trust, empathy, credibility and ethical conduct.Advise retail clients on their personal financial needs and objectives by analysing their financial needs and objectives, recommend suitable in-house 'off the shelf' financial solutions, and execute clients' instructions on their banking and financial transactions.

• Perform acceptance checks and on-boarding of retail clients in accordance with established policies and procedures.

• Perform ongoing servicing of retail client accounts and identify any potential opportunities for extending basic banking services.

• Managing clients' investment portfolios to ensure financial success

• Discussing major financial goals of clients to better understand their objectives

• Updating clients and customers on their portfolio activity and success

• Maintaining strong relationships with clients to build trust

• Proactively seeking new clients for the bank

• Developing presentations for new clients to help them understand how the bank can help them

Afconrecruit