To proactively promote a relationship-based offering through a primary point of contact, this meets client expectations by providing personalized financial solutions in line with the Value Proposition.

To provide a competent relationship-based offering to a Sub-Segment within the Private Banking Segment, that provides highly responsive and pro-active financial and business solutions, focused on the managing and building of wealth, in partnership with small business owners supported by the expertise of specialists.

To maintain a high level of integrity and ethical standards.

Duties and responsibilities: Establishes and builds one-on-one relationships with customers, based on mutual respect, in assigned portfolio by delivering the expected level of service, specifically focusing on a pro-active contact (calling) strategy and programme. Ensures successful retention of existing customers in assigned portfolio by str...