Private Wealth Advisor & Growth Architect

Absa Group; Cape Town; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A prominent bank in South Africa is looking for a Private Wealth Banker to build and maintain professional relationships with Private Wealth clients. This role involves achieving financial targets, acquiring new clients, and improving customer experiences while ensuring compliance with regulatory frameworks. Candidates should have a degree in Business or related fields and three to five years of relevant banking experience. The position offers opportunities for personal and professional development within a supportive environment.

Qualifications

• Three to five years' relevant Private or Wealth or Premium or Private Wealth Virtual Banking experience.

Responsibilities

• Build and maintain professional business relationships with Private Wealth clients.
• Acquire new clients and improve customer experience.
• Manage and grow existing client relationships and involve in credit tasks.
• Achieve financial targets while adhering to compliance frameworks.

Skills

Sales acquisition and business development

Customer relationship management

Financial and wealth solutions and planning knowledge

Risk management

Financial products knowledge

Data analysis

Education

B-degree in Business, Commerce or Management Studies

Equivalent NQF Level 7 qualification

Job description

A prominent bank in South Africa is looking for a Private Wealth Banker to build and maintain professional relationships with Private Wealth clients. This role involves achieving financial targets, acquiring new clients, and improving customer experiences while ensuring compliance with regulatory frameworks. Candidates should have a degree in Business or related fields and three to five years of relevant banking experience. The position offers opportunities for personal and professional development within a supportive environment.