o To assist in proactively optimizing a current portfolio of FNB Wealth Clients or acquiring new clients with the objective of understanding and then addressing their financial needs and ensuring client profitability as well as retaining the client base.o Provide sales support efficiencies and services to ensure retention of clients and satisfactiono Provide an efficient client focused administrative service through careful planning, reporting and updating of all related information.o Co-ordinate and liaise with internal service provides to ensure that client expectations are meto Basic understanding of all Transactional Banking and Lending solutions within the FNB Wealth offering to efficiently resolve client queries and requestso I have been in a caretaking banker role for 6 months performing the roles of a Private Wealth Bankero Servicing wealthy clients through proactive engagement, structured lending and a balance sheet discussiono Currently assisting in resegmenting a base of non-qualifying clients