Job Description

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

• 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 Wealth is the client’s primary banking institution. In addition, identifying transactional and lending requirements.
• Understand and market all Transactional Banking products within the Wealth offering.
• Understand and market all Lending solutions within the Wealth offering: Overdrafts, Mortgage (Single Home Loan), 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.

• 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 Wealth is the client’s primary banking institution. In addition, identifying transactional and lending requirements.
• Understand and market all Transactional Banking products within the Wealth offering.
• Understand and market all Lending solutions within the 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.