Relationship Executive-Agri (Premium)- Piet-Marx (Bridgeway)

Absa Group; Cape Town; On-site; ZAR 600,000 - 900,000; Full time

Job summary

Absa Group is seeking a skilled professional to provide specialized advice and manage relationships with high net worth clients. In this role, you will implement strategic plans to grow and manage client portfolios, ensuring all interactions enhance client satisfaction and compliance. Join a renowned financial institution dedicated to empowering Africa's future.

Qualifications

• Postgraduate qualifications in relevant fields are essential.
• Strong background in client relationship management with high net worth individuals.
• Excellent communication and strategic planning abilities.

Responsibilities

• Develop tactical plans and source new high net worth relationships.
• Manage existing client relationships and conduct regular reviews.
• Ensure compliance with market regulations and internal governance.

Skills

Client Relationship Management

Communication Skills

Strategic Planning

Financial Analysis

Education

Postgraduate Degrees in Business, Commerce, and Management Studies

Job description

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

With over 100 years of rich history and a strong position as a local bank with regional and international expertise, a career with our organization offers the opportunity to be part of an exciting growth journey, to shape our future as a proudly African group.

Job Summary

Provide specialist advice and support in developing tactical strategies and plans. Also, provide expertise in practice formulation and best practice improvements.

Job Description

New Business Organisation: Devise short-term tactical plans to meet annual budgets and targets within a 6 to 12-month timeframe. Identify, develop, and source new High Net Worth and Ultra High Net Worth relationships through personal and client referrals, internal networks within Absa Group Limited, and fostering collaboration within the group and WIMI business unit. Achieve personal targets for new and existing clients across Transactional Banking, Credit, FX, and contribute to referring relevant business to other parts of Wealth Advisory and the broader Absa Group.

Client Service - Manage and Grow Existing Client Relationships: Conduct quarterly meetings with clients in your designated portfolio; undertake annual credit reviews to assess clients' financial health, with cooperation from regional teams. Maintain high levels of service and delivery, ensuring all support teams work together to enhance client experience. Act as the key contact and coordinator for all client advice related to Transactional Banking, Credit, FX. Liaise with internal stakeholders to support business objectives in Structured Lending, Advisory, FX, SSG, and Investment Banking. Serve as the main contact point for client transaction queries across multiple locations within the region.

Client Relationship Management: Maintain high service levels; act as the primary contact for banking and credit advice and client queries; serve as the interface between clients and various parts of Absa Group Limited and WIMI.

Involvement in Credit-Related Tasks: Engage with clients to gather information related to Transactional Banking, Credit, FX; ensure efficient client interactions; provide information on security status reports and financial analysis; ensure timely credit reviews; liaise with product teams to complete credit reviews, overdrafts, and home loans.

Governance and Control: Ensure compliance with global and market standards, regulatory requirements, KYC, product delivery, and operating procedures as per the Front Office manual.

Query Resolution: Handle client portfolio queries; act as the escalation point for serious client complaints.

Operational Support: Prepare accurate and timely client documentation; serve as the focal point for daily client administration across services and products.

Education

Postgraduate Degrees and Professional Qualifications in Business, Commerce, and Management Studies.

Absa Bank Limited is an equal opportunity employer. In line with the Employment Equity Act 55 of 1998, preference will be given to candidates from designated groups to promote workforce diversity.

Absa Bank Limited reserves the right not to fill the position as advertised.