Manager-Private Banking

Job description

  • Generate revenue streams through the cross-sell of banking services to the bank‘s private banking customer base
  • Manage and develop a portfolio of the bank‘s private banking including revenue accountability
  • Source new client referrals from networking and calling programs targeted specifically towards highly affluent customers
  • Identify and meet customer needs through the provision of banking solutions
  • Management and coordination of the acquisition and retention process of customers through ensuring good levels of customer service at all times
  • Receives, researches and responds to customer enquiries, problems and complaints
  • Overall, achieve and maintain a high level of Customer Service at all times
  • Portfolio profitability in line with sales targets
  • Achieve the required cross-selling ratio
  • Development, implementation and management of marketing campaigns
  • Management of Service Level Agreements
  • Management of leads from Direct Sales Agents and other internal or external contacts
  • Management of a portfolio of affluent customers including revenue generation and accountability
  • Champion the customer experience ensuring the delivery of quality advice, recommendations and solutions to customers
  • Continually identify opportunities for improvements intended to grow the reputation of the company's private service and proposition
  • Adopt “hands on” approach to client contact and follow up
  • Develop an in-depth knowledge and understanding of the markets, banking and other wealth management products and services in order to match our offering with client needs
  • Take ownership for, and delivery of individual sales and revenue targets
  • Source new target market clients that support the attainment of business objectives and targets
  • Effectively manage referred clients to deliver financial targets
  • Provide a first class level of service to ensure that clients are satisfied and continue to do business with the company. Additionally generate target market referrals as a result
  • Maintain and update accurate client information
  • Act in accordance with all regulatory, compliance and KYC policies (both internal and external) and communicate to clients as appropriate
  • Build productive relationships with referral sources, within the branch network, instilling a sense of teamwork and pro-activity with client referral
  • Pro-actively participate as a member of the Relationship Management team contributing towards team targets and promoting teamwork
  • Contribute effectively to team activities including the generation of new sales ideas and initiatives
  • Carry out all duties and activities in adherence to provisions of the bank’s Declaration of Secrecy Undertaking signed by the employee on joining the bank


  • A Bachelors Degree in Accounting, Business Studies, Economics, Marketing or related field. A Masters Degree would be an added advantage
  • A minimum of 5 years experience in a relationship management 2 of which were for the high networth segment or similar role
  • Demonstrated success in a relationship management sales background preferably within the executive banking or private banking segment or portfolio management
  • Outstanding knowledge of financial products and services, financial markets and economic environments
  • Knowledge of respective operational and regulatory environment
  • Ability to research and aggressively source new business through own initiatives
  • Demonstrated ability to network and build own portfolio of contacts to maximize referral network

Personal Attributes

  • Outstanding people and business management skills
  • Excellent communication and negotiation skills
  • Excellent presentation skills
  • Strong relationships building and networking skills
  • Ability to work under pressure and strong adherence to deadlines and targets
  • Good problem solving skills, expressing the ability to question, listen and understand the customer and business environment
  • The ability to show empathy to diffuse and resolve customer dissatisfaction

Company profile






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Other details
Match criteria
  • Gaborone
Education level
  • Bachelors Degree
  • Masters
  • Advice/consultancy/interim management
  • Banking
inGaborone, Francistown, Maun
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