UHNW Wealth Advisor — Portfolio Growth & Client Advisory

Absa Group; Sandton; On-site; ZAR 500 000 - 900 000; Full time

Job summary

Join a forward-thinking bank where you will manage and grow a portfolio of high net worth clients. This role offers the opportunity to provide specialized banking, lending, and foreign exchange services while developing tactical strategies to meet targets. You will be the key contact for client relationships, ensuring the highest levels of service delivery and compliance with regulatory standards. If you are passionate about client service and financial advisory, this is the perfect opportunity to shape your career in a dynamic environment that values diversity and growth.

Qualifications

• Required postgraduate degree in Business, Commerce, or Management Studies.
• Strong client relationship management and financial analysis skills.

Responsibilities

• Manage and grow a portfolio of high net worth clients and businesses.
• Conduct quarterly meetings and annual credit reviews for clients.
• Ensure compliance with global standards and regulatory requirements.

Skills

Client Relationship Management

Financial Analysis

Credit Advisory

Transactional Banking

Regulatory Compliance

Education

Postgraduate Degree in Business

Professional Qualifications in Commerce

Job description

Join a forward-thinking bank where you will manage and grow a portfolio of high net worth clients. This role offers the opportunity to provide specialized banking, lending, and foreign exchange services while developing tactical strategies to meet targets. You will be the key contact for client relationships, ensuring the highest levels of service delivery and compliance with regulatory standards. If you are passionate about client service and financial advisory, this is the perfect opportunity to shape your career in a dynamic environment that values diversity and growth.