Private Wealth Specialist: Grow Elite Client Portfolios

Absa Group; Klerksdorp; On-site; ZAR 600 000 - 800 000; Full time

Job summary

A prominent financial institution in Klerksdorp is seeking a specialist to manage Private Wealth client relationships. The role focuses on achieving financial targets and enhancing customer experience while navigating regulatory frameworks. Candidates should possess a degree in Business, Commerce, or Management. Individuals with a strong background in relationship management and risk are preferred.

Responsibilities

• Build and manage client relationships across the portfolio.
• Achieve financial targets and acquire new clients.
• Manage credit-related tasks and investments.

Skills

Relationship management

Business origination

Risk management

Stakeholder management

Credit knowledge

Education

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

Job description

A prominent financial institution in Klerksdorp is seeking a specialist to manage Private Wealth client relationships. The role focuses on achieving financial targets and enhancing customer experience while navigating regulatory frameworks. Candidates should possess a degree in Business, Commerce, or Management. Individuals with a strong background in relationship management and risk are preferred.