Wealth Banker- Pipeline Sandton
Empowering Africa’s tomorrow, together…one story at a time.
With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.
Job Summary
Manage and grow a portfolio of high net worth clients, trusts, investment holding companies, and businesses, servicing their banking, lending, and foreign exchange requirements. Provide specialist advice and support in the development of tactical strategy and plans.
Job Description
- New Business Organisation: Devise short-term tactical plans to meet annual budget and targets up to a 6 to 12 month timeframe. Identify, develop, and source new High Net Worth and Ultra High Net Worth relationships through personal and client referrals, internal networks, and fostering greater collaboration within the group.
- Client Service: Manage and grow existing client relationships. Conduct quarterly meetings with each client in your designated portfolio. Undertake annual credit reviews to assess the health of your clients' financial position. Maintain the highest levels of service and delivery to existing clients.
- Client Relationship Management: Act as the key contact point for all banking and credit advice and client queries. Ensure effective communication between clients and other parts of the organization.
- Involvement in Credit Related Tasks: Gather information related to Transactional Banking, Credit, and FX ensuring efficient client interactions. Ensure credit review processes are conducted on time.
- Governance and Control: Ensure conformity with global and market standards of client services, regulatory compliance, KYC, and product delivery.
- Query Resolution: Undertake query resolution related to the client portfolio and act as the escalation point for serious issues related to client complaints.
- Operational Support: Provide accurate/timely preparation of file notes, client letters, and other documentation for all client meetings.
Education
Postgraduate Degrees and Professional Qualifications: Business, Commerce, and Management Studies (Required)
Absa Bank Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998, preference will be given to suitable candidates from designated groups.
Absa Bank Limited reserves the right not to make an appointment to the post as advertised.
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