Job Description

Job DescriptionTo acquire, service and retain clients within the Prestige Banking segment by delivering exceptional relationship management, conducting structured needs analyses and deepening product uptake across lending, transactional and digital banking. The role focuses on proactive portfolio growth, quality client engagement, and the identification of wealth, investment and fiduciary opportunities through collaboration with specialist teams.Key Responsibilities:Manage and grow an assigned Prestige client portfolio through proactive engagement, needsbased conversations and consistent relationship buildingDeepen client banking relationships by identifying opportunities across transactional, lending, digital and rewards solutionsIdentify wealth, investment, fiduciary and estate planning needs and refer clients to Financial Planners, Investment Consultants and specialist teamsConduct structured client reviews to understand financial goals and recommend appropriate banking solutionsAction client service requests efficiently across digital, voice and branch channels, ensuring fast turnaround and a seamless client experienceUphold governance and compliance standards by completing all AML, KYC, due diligence, arrears management and regulatory requirements on timeQualificationsBachelors Degree in Commerce, Banking, Finance or related field or Advanced Diploma (NQF 7) FAIS-recognised qualificationValid drivers licence and mobility to travel to client sites