Private Wealth Banker – Client Growth & AUM Expert

Absa Group Limited; Secunda; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services institution in South Africa is seeking a candidate to build and maintain relationships with Private Wealth clients. This role involves achieving financial targets, acquiring new clients, and managing existing client relationships within regulatory frameworks. The ideal candidate should hold a Bachelor's degree in Business, Commerce, or Management and possess experience in the financial services industry. Strong stakeholder management and risk management skills are essential.

Qualifications

• Required Bachelor's Degree in Business, Commerce or Management.
• Experience in managing client relationships in a financial services context.

Responsibilities

• Build and maintain professional business relationships with Private Wealth clients.
• Achieve financial targets and proactively acquire new clients.
• Manage existing client relationships and handle credit-related tasks.
• Oversee Assets under Management and Investments while ensuring compliance.
• Handle stakeholder management and query resolutions.

Education

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

Job description

A leading financial services institution in South Africa is seeking a candidate to build and maintain relationships with Private Wealth clients. This role involves achieving financial targets, acquiring new clients, and managing existing client relationships within regulatory frameworks. The ideal candidate should hold a Bachelor's degree in Business, Commerce, or Management and possess experience in the financial services industry. Strong stakeholder management and risk management skills are essential.