Private Wealth Advisor: Growth & Portfolio Management

Absa Group; Bloemfontein; On-site; ZAR 420,000 - 720,000; Full time

Job summary

Absa Group in Bloemfontein is seeking a Private Wealth Banker to build and maintain professional relationships with Private Wealth clients, aiming to achieve financial targets and improve customer experience within regulatory guidelines.

The role involves new business origination, growing existing client relationships, exposure to credit tasks, and involvement in assets under management and investments, with active stakeholder engagement and risk management.

Qualifications

• Bachelor's Degrees and Advanced Diplomas in Business, Commerce and Management Studies required.

Responsibilities

• New business origination.
• Manage and grow existing client relationships.
• Involvement in credit related tasks.
• Involvement in assets under management and investments.
• Stakeholder management.
• Query resolution and risk management.

Education

Bachelor’s Degrees and Advanced Diplomas: Business, Commerce and Management Studies

Job description

Absa Group in Bloemfontein is seeking a Private Wealth Banker to build and maintain professional relationships with Private Wealth clients, aiming to achieve financial targets and improve customer experience within regulatory guidelines.

The role involves new business origination, growing existing client relationships, exposure to credit tasks, and involvement in assets under management and investments, with active stakeholder engagement and risk management.