Private Banker
On-siteWindhoek, Khomas Region, Namibia
Job Summary
Proactively optimise a portfolio of Wealth Clients, addressing their financial needs to ensure client profitability and retention. Build strong relationships with high-net-worth clients, particularly within the Oil and Gas sector, while delivering tailored financial solutions that align with unique requirements. Identify opportunities to expand the customer base and provide appropriate banking solutions across the business to prospective clients. Identify and utilize opportunities for revenue growth to deliver on sales targets. Focus on providing optimal services and improving service delivery processes to meet or exceed customer expectations. Ensure compliance with legislative and audit requirements and adherence to relevant processes. Ensure the development, alignment, and implementation of end-to-end process within area of accountably for continued process improvement. Understand the nuances of servicing foreign national clients, navigating residency-related account requirements with ease. Travel flexibly and manage a dynamic schedule to meet the demands of foreign national clients.
Required Qualifications
- Relevant Business, Commerce or Banking qualification
- 5 to 7 years' experience in Private Banking, Business Banking, Relationship Banking, Wealth Management or a similar financial services environment
- Strong knowledge of banking products, lending, credit, fiduciary services, investments, compliance and risk management
- Strong commercial acumen with a proven ability to acquire, grow and retain profitable client relationships
- Exceptional relationship-building, networking and stakeholder management skills
- Self-motivated and able to work independently
- Experience managing affluent or high-value client portfolios within a relationship banking environment
- Excellent planning, organisational and time management skills
- Valid driver's licence
- Own reliable transport
- Ability to travel as required
- Ability to navigate complex financial needs and solutions for both resident and non-resident clients
- Ability to understand the nuances of servicing foreign national clients
- Ability to navigate residency-related account requirements
- 5-Day work week
- Travel flexibly and manage a dynamic schedule to meet the demands of foreign national clients
Desired Qualifications
- Ability to identify opportunities to expand customer base with potentially profitable customers and provide appropriate banking solutions across the business to prospective clients
- Ability to identify and utilize opportunities for revenue growth to deliver on sales targets
- Ability to focus on providing optimal services and improving service delivery processes to meet or exceed customer expectations
- Ability to ensure compliance with legislative and audit requirements and adherence to relevant processes
- Ability to ensure the development, alignment, and implementation of end-to-end process within area of accountably for continued process improvement
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