Senior Private Wealth Advisor: Grow Client Portfolios

Absa Group; Mthatha; On-site; ZAR 500 000 - 800 000; Full time

Job summary

A leading financial institution is seeking a Private Wealth Banker to build and maintain relationships across a portfolio of clients. You will be responsible for achieving financial targets and enhancing customer experience. The ideal candidate will have a background in Private Banking and excellent client management skills. This position is based in Mthatha, Eastern Cape and offers an opportunity for growth in a diverse environment.

Qualifications

• Five (5) years of relevant Private or Wealth Banking experience.
• FAIS Compliance required.
• 8 years in Private or Wealth Banking, including 4 years with Non Individuals.

Responsibilities

• Build and maintain professional business relationships with Private Wealth clients.
• Achieve financial targets and proactively acquire new clients.
• Deepen client relationships and manage risk and credit assessment.

Skills

Sales Acquisition and Business Development

Customer Relationship Management

Financial and wealth solutions and planning knowledge

Relationship Banking Risk management

Financial products knowledge

Data analysis

Superior Communication Skills

Education

Bachelor's degree in Business, Commerce or Management Studies

Advanced Diploma in Business, Commerce or Management Studies

Job description

A leading financial institution is seeking a Private Wealth Banker to build and maintain relationships across a portfolio of clients. You will be responsible for achieving financial targets and enhancing customer experience. The ideal candidate will have a background in Private Banking and excellent client management skills. This position is based in Mthatha, Eastern Cape and offers an opportunity for growth in a diverse environment.