To build the IPB portfolio through the onboarding of new clients received via direct sales channels (internet/phone), converting unsolicited / solicited applications and cross selling as appropriate, ensuring exceptional levels of customer service at all times while supporting achievement of commercial targets.
Type of Qualification: First Degree
Field of Study: Business Administration, Finance and Accounting or equivalent
Experience Required
Wealth and Investment
Personal and Private Banking
3-4 years
The role requires 1-2 years of experience in client servicing environment in roles such as tele sales or contact centre. The role requires 1-2 years of experience in a similar environment such as direct sales.
Behavioural Competencies:
- Adopting Practical Approaches
- Articulating Information
- Conveying Self-Confidence
- Developing Strategies
- Documenting Facts
Technical Competencies:
- Banking Process & Procedures
- Client Knowledge
- Client Servicing
- Customer Understanding (Business Banking)
- Product Knowledge (Business Banking)
