Private Wealth Advisor | Grow Client Portfolios

Absa Group; Cape Town; On-site; ZAR 300 000 - 700 000; Full time

Job summary

Join a forward-thinking bank that empowers Africa's tomorrow by building and maintaining professional relationships with Private Wealth clients. In this dynamic role, you will proactively acquire new clients, deepen existing relationships, and ensure customer satisfaction while adhering to regulatory frameworks. With a strong emphasis on business development and risk management, this position offers the opportunity to significantly impact the bank's growth journey. If you are passionate about financial solutions and have a proven track record in wealth management, this is the perfect opportunity to advance your career in a supportive and innovative environment.

Qualifications

• 5 years of relevant Private or Wealth Banking experience required.
• FAIS Compliance is necessary for this role.

Responsibilities

• Build and maintain professional relationships with Private Wealth clients.
• Achieve financial targets and improve customer experience.

Skills

Sales Acquisition

Customer Relationship Management

Financial Solutions Knowledge

Risk Management

Data Analysis

Superior Communication Skills

Education

B-degree in Business, Commerce or Management Studies

National Diploma in Business, Commerce or Management Studies

Job description

Join a forward-thinking bank that empowers Africa's tomorrow by building and maintaining professional relationships with Private Wealth clients. In this dynamic role, you will proactively acquire new clients, deepen existing relationships, and ensure customer satisfaction while adhering to regulatory frameworks. With a strong emphasis on business development and risk management, this position offers the opportunity to significantly impact the bank's growth journey. If you are passionate about financial solutions and have a proven track record in wealth management, this is the perfect opportunity to advance your career in a supportive and innovative environment.