Relationship Manager, Private Banking at Coronation Merchant Bank

Job Summary

• Our ideal Private Banker combines financial expertise with exceptional interpersonal skills to effectively cater to the unique financial needs of affluent clients.
• The role requires a deep understanding of investment strategies, financial planning, and risk management, as well as the ability to provide personalized guidance in a constantly changing economic landscape.

Responsibilities

• Develop strategies to identify new clients through market segmentation and apply different approaches in targeting and selecting clients. 
• Establish relationships with product specialists and other internal stakeholders to customize product solutions for clients.
• Maintain and cultivate long-term relationships with the customer.
• Execute strategies for cross-selling and up-selling of products and services based on understanding of range of products and client analysis.
• Review client acceptance, Know Your Customer (KYC) and onboarding procedures including handling client documents.
• Utilize knowledge of financial instruments to propose funding/ investment strategies as required
• Upsell and cross-sell products and services to clients.
• Research and pursue new business opportunities.
• Cross-sell products by leveraging on FI relationships including coordinating with other business units and product specialists to market organization's products and services for customized solutions
• Handle High Net Worth clients by monitoring financing plans, coordinating, and resolving conflicts and managing expectations of involved parties.

Requirements

• Bachelor's degree in finance, economics, business, or a related field (Master's or CFA designation is a plus).
• Strong knowledge of financial markets, investment products, and wealth management strategies.
• Excellent interpersonal and communication skills.
• Ability to understand and analyze complex financial situations.
• Proficiency in financial modeling and analysis tools.
• Detail-oriented with a focus on accuracy and compliance.
• Ethical conduct and the ability to handle sensitive financial information.
• Proven track record of building and maintaining client relationships.
• Sound judgment and decision-making skills.

Benefits

• To help you stay energized, engaged and inspired, we offer a wide range of employee benefits including; Competitive compensation package, Robust rewards package, Retirement benefit and tools designed to help you in building a sound financial future.
• We also provide an environment that fosters the actualization of goals, and career fulfillment for our people while providing transformational solutions for Africa’s challenges.