Private Banker x3 in Western Cape - MJM Recruitment

MJM Recruitment

As the labour market diversifies and changes, it becomes increasingly difficult to recruit and develop staff in compliance with the various labour laws. MJM Recruitment takes pride in helping our clients to get through the many pitfalls that lay ahead, and by doing this we have become partners to various multi national organisations. MJM Recruitment has the resources, knowledge and expertise to provide a total staffing solution and has taken this opportunity to demonstrate its capabilities and customised services. MJM Recruitment will provide clients with an innovative and hi-tech solution to all resourcing requirements. By profiling positions into strategic competencies aligned to company visions, recruitment is accurate and successful. MJM Recruitment takes the clients culture into consideration when recruiting thus making social adjustments easier. MJM Recruitment has the expertise to provide the following recruitment services: •Temporary Appointments (Short-term, daily, weekly) •Bulk flexible appointments (Call Centre, Technical) •Outsourced Managed Services •Payroll Services (Weekly, Bi – Weekly, Monthly ) •Maid Services •Executive Placements (Search and Research) Recruiter from sector Professional services, located in KwaZulu-Natal, From 1 to 10 workers

    About this job ad 12 October


  • Negotiable
  • Province

  • Cape Town, City of Cape Town, Western Cape
  • Description

  • Purpose of the role
    To proactively optimise a portfolio of company clients with the objective of addressing their financial needs and ensuring client profitability as well as retaining the client base
    Minimum of 3 years experience in a Sales or Client facing role within the financial services industry
    NQF 6 Minimum, Degree preferable
    Revenue Growth for Return on Investment (ROE) 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
    Client Optimisation Analyse client’s current product offerings and solutions with the aim of ensuring that the company is the client’s primary banking institution. In addition, identifying transactional and lending requirements
    Product Offerings and Solutions Understand and market all Transactional Banking products within the companies offering Understand and market all Lending solutions within the company offering:
    • Overdrafts
    • Mortgage (Single Homeloan)
    • Mortgage (Multiple assets/multiple property)
    • Commercial Property Finance
    • Share Based Lending
    Campaign Management: Successfully implement, track and report on Client Campaigns and initiatives
    Achievement of Sales Targets: Track, control and influence sales activities with the specific aim of achieving previously determined sales targets
    Maximise Cross Sell Opportunities (VSI): Maximise cross sell opportunities through the identification of specialist advisory requirements. E.g. Management, Fiduciary, Portfolio Management
    Growth of Active Customer Account Base: Manage the growth of active customer Account Base to increase Client base and revenue
    Service Delivery: Deliver exceptional service that exceeds client expectations through proactive, innovative and appropriate solutions
    Client Relationship Management: Manage and grow portfolio through proactive client contact. Ensure client retention and satisfaction levels
    Sales Stats Provide and track accurate and reliable sales statistics via Siebel Corporate Governance Comply with governance in terms of legislative and audit requirements
    Personal Development Manage own development to increase own competencies (Min 7 / Max 10)
    Precise, systematic and rule-oriented in gathering, reviewing and evaluating data from a variety of perspectives; includes the ability to work with precision and highlight inaccuracies and inconsistencies in detailed information
    Interpersonal Building Strategic Relationships / Networking
    Develops a wide network of business contacts and use influential people as agents to accomplish professional objectives
    Functional Business Insight and Risk Awareness
    Utilises relevant economic, financial and industry data to assess business performance and make recommendations to ensure continue growth, viability and competitive advantage within sensible risk parameters
    Functional Commercial and Financial Acumen
    Understands relevant financial and commercial knowledge and applies this knowledge to be able to optimise financial resources to meet current and/or future priorities
    Interpersonal Customer Service Orientation
    Anticipates, recognises and meets the needs of internal and external customers, taking responsibility for maintaining the highest service standards and developing and sustaining productive client relationships
    Intrapersonal Drive And
    The capacity to be a self-starter and originator who maintains high levels of activity and produces a consistent high quality output within agreed deadlines; is
    Results Orientation
    Prompt and proactive in driving for results and sets demanding goals for self and others
    Communication Influencing and Impact (Inc. Negotiation)
    Use verbal and non-verbal communication skills to influence an audience and negotiate acceptance of proposals, plans or ideas
    Functional Mathematical Acumen
    Reasons with numbers and other mathematical concepts and presents numerical data in graphs, diagrams, charts and tables
    Communication Verbal and Written Communication (Inc. Listening)Listens attentively, presents information in a clear manner and responds appropriately to the verbal and written communication of others; includes the ability to regulate delivery in response to the needs of the target audience

  • Number of vacancies: 3
  • Requirements

  • Minumun level of education: Diploma /Bachelor's/ N6
  • Years of experience: 3
  • Language(s): English
  • Availability for travel: No
  • Availability for change of residence: No


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Ad summary

  • Private Banker x3 in City of Cape Town, Western Cape

  • Recruiter

    MJM Recruitment
  • Work type

    Part Time

  • Type of contract

    Permanent contract

  • Salary


  • Apply now

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