Job details
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Job type
Full-time
Location
Cape Town, Western Cape
Full job description
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, Absa Group Limited internal networks, and fostering greater collaboration within group and WIMI business unit. Achieve personal targets for new and existing clients for Transactional Banking, Credit, FX.
- 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, with cooperation from the various teams in the region. Maintain the highest levels of service and delivery to existing clients at all times.
- Client Relationship Management: Maintain highest levels of service and delivery to existing clients. Be the key contact for all banking and credit advice and client queries.
- Involvement in Credit Related Tasks: Client interaction including gathering of information related to Transactional Banking, Credit, FX ensuring efficient client interactions. Accountable for providing information related to security status reports and performance of financial analysis.
- Governance and Control: Ensure conformity with global and market standards of client services, regulatory compliance, KYC, product delivery and operating model.
- Query Resolution: Undertake query resolution related to client portfolio. 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 client documentation for all client meetings and follow up as required.
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 whose appointments will contribute towards achievement of equitable demographic representation of our workforce profile and add to the diversity of the Bank.
Absa Bank Limited reserves the right not to make an appointment to the post as advertised.
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