Job Description: To proactively promote a relationship based offering through a primary point of contact, this meets client expectations by providing personalised financial solutions in line with the Value Proposition. To provide a competent relationship based offering to a Sub-Segment …

Job Description: To proactively promote a deep relationship-based offering through a secondary point of contact, that creates client value by providing personalised financial solutions in line with the private segment offering, managing and supporting the portfolio. Job Responsibilities: Establishes and …

Job Description: To assist in proactively managing a portfolio of clients with a team of Private Bankers through provision of analysis, research and sales and service fulfillment with the intent of identifying additional opportunities for banking new clients and growing …

Job Description: To proactively grow the balance sheet of a allocated customer, deliver exceptional experience and education to portfolio of clients on wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and …

Job Description: Accurate assessment, investigation and processing of long term insurance claims. These claims will include death, disability and critical illness claims. Processing claims and assessing payment of benefits in accordance with the policy terms and conditions Job Responsibilities: with …