Sr RM - Private Banking

Client:

Our client is India’s largest multi-national giant in banking industry.

Position offered: Sr.Relationship Manager (Private Banking Group)[CMI]

Position based: Johannesburg (South Africa)

Reporting to: National Head

OBJECTIVE:

The relationship manager has a duty to render the financial services honestly and fairly, and with due skill, care and diligence, in the interests of clients and the integrity of the financial services industry.

Duties and Accountabilities:

- Meeting existing clients of Bank in South Africa

- Servicing the existing clients for their banking & investment needs

- Sharing with the clients new product information

- Updating clients on their past investments

- Fulfilling ‘Know Your Customer’ requirements of existing clients as per regulatory norms at defined time intervals.

- Take reasonable steps to seek from the client appropriate and available information regarding the client’s financial situation, financial product experience and objectives to enable the provider to provide the client with appropriate advice.

- Conduct an analysis, for purposes of the advice, based on the information obtained.

- Identify the financial product or products that will be appropriate to the client’s risk profile and financial needs, subject to the limitations imposed on the provider under the Act or any contractual arrangement.

- Take reasonable steps to establish whether the financial product identified is wholly or partially a replacement for an existing financial product of the client. Fully disclose to the client the actual and potential financial implications, costs and consequences of such a replacement.

- Take reasonable steps to ensure that the client understands the advice and that the client is in a position to make an informed decision.

- To undertake projects and assignments from time to time and review it with teams.

Required skills:

Investment Advisory, Portfolio Management, Insurance & Deposits experience is must.

At least 10 – 15 year(s) of working experience in the related field is required for this position.

Preferably Senior Managers specializing in Banking/Financial Services or equivalent Job role in Financial Planning/Wealth Management or equivalent.

Team handling experience is required.

Qualifications:

Any Graduate. MBA Preferred.

Please send your resume to amigoexecutivesearch@gmail.com