Banker Wealth (Agri)

Absa Group; Stellenbosch; On-site; ZAR 600,000 - 900,000; Full time

Job summary

A leading financial services group is seeking a skilled professional to manage high net worth and Family Office clients. This role involves developing strategic banking solutions, maintaining strong client relationships, and ensuring compliance with local regulations. Candidates should possess a postgraduate degree in a relevant field, along with experience in wealth management and client relations.

Qualifications

• Postgraduate degree is required.
• Experience in managing high net worth clients.
• Strong communication and relationship management skills.

Responsibilities

• Manage and grow a portfolio of high net worth clients.
• Conduct quarterly meetings and annual credit reviews.
• Ensure compliance with regulatory requirements.

Skills

Client Relationship Management

Compliance

Problem Solving

Communication

Education

Postgraduate Degree in Business, Commerce, or Management

Job description

Empowering Africa’s tomorrow, together…one story at a time.

With over 100 years of rich history and 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 and Family Office clients, trusts, investment holding companies, businesses, and Agri, servicing their banking, lending, and foreign exchange requirements. Provide specialist advice and support in developing tactical strategies and plans. OR provide specialist advice and support in practice formulation and best practice improvements.

Job Description

• New Business Organization: Devise short-term tactical plans to meet annual targets within 6 to 12 months. Identify, develop, and source new High Net Worth and Ultra High Net Worth relationships through personal and client referrals, internal networks, and fostering collaboration within the group and WIMI business unit. Achieve personal targets for new and existing clients in Transactional Banking, Credit, FX. Contribute to referring relevant business to other parts of Wealth Advisory and the broader Absa Group.
• Client Service - Manage and Grow Existing Client Relationships: Conduct quarterly meetings with each client; undertake annual credit reviews; maintain high service levels; coordinate with internal teams to deliver excellent client experience; act as the key contact and coordinator for all client advice and queries.
• Client Relationship Management: Maintain high service standards; serve as the primary contact for banking and credit advice; liaise between clients and internal teams.
• Involvement in Credit Tasks: Gather client information, ensure timely credit reviews, liaise with product teams to complete credit-related tasks.
• Governance and Control: Ensure compliance with global and local standards, regulatory requirements, KYC, and operating procedures.
• Query Resolution: Handle client queries and act as escalation point for serious issues.
• Operational Support: Prepare client documentation, manage day-to-day administration, and follow up on client interactions.

Education

Postgraduate Degree in Business, Commerce, or Management (Required)

Absa Bank Limited is an equal opportunity employer. Preference will be given to candidates from designated groups to promote workforce diversity. The bank reserves the right not to fill the position.

About the company

Absa Group Limited, formerly Amalgamated Banks of South Africa, is a South African-based financial services group offering personal and business banking, credit cards, corporate and investment banking, wealth and investment management.

Notice

Talentify is an Equal Opportunity Employer. Consideration for employment is without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. Reasonable accommodations are available for qualified applicants with disabilities. For assistance, contact [e-mail] or 407-000-0000. All new hires must complete Form I-9 and provide proof of work eligibility. An AEDT will score your skills and responses. For NYC applicants, alternative processes or accommodations are available upon request.