Private Wealth Banker - Pipeline Somerset West

Absa Group; Wes-Kaap; On-site; ZAR 30 000 - 70 000; Full time

Job summary

Join a forward-thinking financial services group as a Private Wealth Banker in Somerset West. This role offers the chance to build and maintain professional relationships with Private Wealth clients, focusing on achieving financial targets and enhancing customer experience. You'll be involved in new business origination, managing existing client portfolios, and overseeing credit-related tasks within a supportive team. This is an exciting opportunity to contribute to the growth of a proudly African bank, recognized for its commitment to diversity and inclusion. If you are passionate about finance and client relations, this position is perfect for you.

Qualifications

• Strong background in managing client relationships and achieving financial targets.
• Experience in credit-related tasks and risk management.

Responsibilities

• Build and maintain professional relationships with Private Wealth clients.
• Proactively acquire new clients and improve customer experience.
• Manage existing client relationships and oversee credit tasks.

Skills

New Business Origination

Client Relationship Management

Credit Management

Risk Management

Stakeholder Management

Query Resolution

Education

Bachelor's Degree in Business

Advanced Diploma in Commerce

Job description

Private Wealth Banker - Pipeline Somerset West

Apply locations :

Somerset West

Time Type :

Full time

Posted on :

Posted 30+ Days Ago

Job Requisition ID :

R-

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

With over years of rich history and strongly 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

To build and maintain professional business relationships across a portfolio of Private Wealth clients, by achieving financial targets, proactively acquiring new clients, and improving customer experience within the scope of the Bank's regulatory and compliance frameworks.

Job Description

1. New Business Origination
2. Manage and grow existing client relationships
3. Involvement in credit related tasks
4. Involvement in Assets under Management and Investments
5. Stakeholder Management
6. Query resolution
7. Risk Management

Education

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

Equal Opportunity Statement

Absa Bank Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of , preference will be given to suitable candidates from designated groups whose appointments will contribute towards achievement of equitable demographic representation of our workforce profile and add to the diversity of the Bank.

Reservation of Rights

Absa Bank Limited reserves the right not to make an appointment to the post as advertised.

About Us

Truly African: We are a diversified standalone African financial services group, delivering an integrated set of products and services across personal and business banking, corporate and investment banking, wealth, investment management, and insurance.

Absa Group Limited is listed on the JSE and is one of Africa's largest diversified financial services groups with a presence in 12 countries across the continent and around 41,000 employees.

We own majority stakes in banks in Botswana, Ghana, Kenya, Mauritius, Mozambique, the Seychelles, South Africa, Tanzania (ABSA Bank in Tanzania and National Bank of Commerce), Uganda, and Zambia.

We also have offices in China, Namibia, Nigeria, the United Kingdom, and the United States of America, a Technology Hub in Prague, and insurance operations in Botswana, Kenya, Mozambique, South Africa, Tanzania, and Zambia.