Relationship Executive - High Value Coverage (FAIS)

1001 Absa Bank; Paarl; On-site; ZAR 900,000 - 1,300,000; Full time

Job summary

Absa Bank Limited in Paarl is seeking a Senior Relationship Manager to manage and grow a portfolio of High Value and Complex Business Clients. You will identify new business opportunities and drive client acquisitions, while increasing the Balance Sheet and Income Statement through cross-sell across transactional banking, credit and FX.

You will conduct quarterly client meetings, perform annual credit reviews, and collaborate with internal stakeholders to meet business objectives and maintain

Qualifications

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

Responsibilities

• Manage and grow a portfolio of High Value and Complex Business Clients.
• Identify new business opportunities and client acquisitions to grow the balance sheet and income statement.
• Conduct quarterly meetings with clients and perform annual credit reviews with internal support.
• Coordinate with internal stakeholders to deliver cross-sell across transactional banking, credit and FX.
• Ensure governance, KYC compliance and smooth client service across multiple locations within the region.

Skills

Relationship management

New business development

Client acquisition

Credit & FX awareness

Portfolio management

Education

Postgraduate Degree in Business/Commerce/Management

Job description

Empowering Africa’s tomorrow, together…one story at a time. With over 100 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

An exciting opportunity exists in Paarl! In this role you will be responsible for managing and supporting an existing portfolio of High Value and Complex Business Clients. Identifying New Business Opportunities and New Client Acquisitions as well as growing the Balance Sheet and Income Statement.

Job Description

New Business Organisation: Devise short term tactical plans to meet annual budget and targets up to 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, Absa Group Limited Group internal networks and fostering greater collaboration within group and WIMI business unit; Achieve personal targets for new and existing clients for Transactional Banking, Credit, FX. Make a contribution to referring relevant business to other parts of Wealth Advisory and/or the broader Absa Group Limited Group. Client service - Manage and Grow Existing Client Relationships: Quarterly meetings with each client in your designated portfolio; Undertake annual credit reviews to assess the health of your Clients financial position, with co-operation from the various teams in the region Maintain the highest levels of service and delivery to existing clients at all times, ensuring that all teams of specialist support within the region work together to deliver client experience as well; Act as the key contact point/ gatekeeper and coordinator for all client advice Transactional Banking, Credit, FX. Assist in the liaison with various internal stakeholders to assist in achieving business objectives in Structured Lending, Advisory, FX, SSG and Investment Banking fees Act as the key contact point for all client transaction queries across multiple locations within a Region. Client Relationship Management: Maintains highest levels of service and delivery to existing clients at all times Key contact for all banking and credit (vanilla credit) advice and client queries Key interface between clients and other parts of Absa Group Limited/WIMI and the wider Absa Group Limited Group Involvement in credit related tasks: Client interaction including: gathering of information related to Transactional Banking, Credit, FX ensuring efficient Client interactions; Accountable for providing information related to the security status reports and performance of financial analysis; Ultimately responsible for ensuring that credit review processes is conducted on time; Liaise with the product houses to ensure credit tasks related to clients in terms of credit reviews, overdrafts and home loans are completed; Governance and Control: Ensure conformity with global and market standards of client services, regulatory compliance, KYC, product delivery and operating model. Ensuring that all actions are in line with procedures according to the Front Office manual. Query Resolution: Undertake query resolution related to client portfolio Act as the escalation point for serious issues related to client complaints Operational Support: Provides accurate/timely preparation of file notes, client letters and other client documentation (e.g. marketing material) for all client meetings and follow up as required; Act as focal point for clients dealing with day-to-day administration across the range of services and products.

Education

Postgraduate Degrees and Professional Qualifications: Business, Commerce and Management Studies

Absa Bank Limited is an equal opportunity, affirmative action employer.

In compliance with the Employment Equity Act 55 of 1998, 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.

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

At Absa, our story is not a single narrative. It’s thousands of individual journeys unfolding across Africa and beyond. From colleagues serving customers in local communities to teams shaping financial solutions across borders, Absa is built on people who bring their lived experiences, ambitions and perspectives into the workplace every day. Whether you’re starting your career, a seasoned leader or somewhere in between, your contribution is seen, valued and connected to something bigger. Our presence across Africa – which spans personal and business banking, corporate and investment banking, wealth and investment management, and insurance – exists because of the people who show up in their roles with purpose. Across Botswana, Ghana, Kenya, Mauritius, Mozambique, Seychelles, South Africa, Tanzania, Uganda and Zambia, our colleagues are shaping what Absa becomes in each market. Beyond the continent, teams in global offices and a technology hub support and extend the stories that prove that African talent can lead, influence and innovate on the global stage. At Absa, your story matters because progress is driven by human experience, not hierarchy. When people are enabled to bring their whole selves to work, they don’t just build careers. They help shape the future of Africa’s financial services landscape.