Value Banking Consultant

Job Description

To acquire, service and retain clients through the Employer Value Banking model by engaging company decision‑makers and employees, delivering onsite activations, and positioning bundled banking solutions that meet personal and business needs. The role focuses on proactive sales, Private Banking and Prestige client identification, and the growth of quality portfolios.

We are looking for a mature, commercially astute acquisitions professional with a minimum of three years’ proven external sales experience, preferably within financial services or a relationship‑driven environment. The ideal candidate is polished and confident in engaging high net worth individuals and business stakeholders, able to enter new networks, build credibility quickly, and position our value proposition with professionalism and discretion.

You will bring a disciplined, structured approach to pipeline management and weekly sales planning, with a proven track record of target achievement through proactive hunting, networking, referrals and strategic prospecting, supported by strong financial acumen, resilience, independence and coachability.

• Acquire new clients by running onsite activations, bank days and workplace engagements
• Build strong relationships with companies and their employees to drive Employer Value Banking uptake
• Identify and migrate qualifying clients into Private Banking and Prestige offerings
• Conduct needs analysis and recommend appropriate transactional, lending and investment solutions
• Deliver against sales targets through proactive hunting, cross‑selling and portfolio growth

• Bachelor’s Degree in Commerce, Banking, Finance or related field or Advanced Diploma (NQF
  7) FAIS‑recognised qualification
• RE5 Regulatory Examination for Representatives
• Valid driver’s licence and mobility to travel to client sites
• Must meet FAIS Fit and Proper requirements

• 3 to 5 years banking experience across Personal, Private or Business Banking
• Proven proactive sales track record within financial services
• Ability to engage company decision‑makers and employee groups
• Exposure to EVB/Workplace Banking, affluent or Private Banking segments, and credit, lending and transactional product entrenchment
• Demonstrated delivery in portfolio growth, client acquisition and retention, and onsite activations

• Adopting Practical Approaches & Following Procedures
• Articulating Information & Providing Insights
• Challenging Ideas & Exploring Possibilities
• Convincing People & Understanding People
• Making Decisions & Producing Output
• Generating Ideas & Showing Composure

• Application & Submission Verification (Consumer Banking)
• Banking Process & Procedures
• Client Acceptance & Review
• Customer Understanding (Consumer Banking)
• Processing
• Product Knowledge (Consumer Banking)