Wealth Banker - Agri (FAIS)

Absa Group; Bloemfontein; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A leading financial institution seeks a Client Relationship Manager to manage a portfolio of high net worth clients. This role involves delivering exceptional service, developing tactical plans, and ensuring compliance with regulatory standards. Ideal candidates will possess postgraduate qualifications and a proven track record in client relationship management.

Qualifications

• Postgraduate qualifications in relevant fields essential.

Responsibilities

• Manage and grow a portfolio of high net worth clients and businesses.
• Conduct quarterly meetings and reviews to assess financial health.
• Ensure compliance with global standards and manage client queries.

Education

Postgraduate degrees in Business, Commerce, or Management

Job description

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

With over 100 years of rich history and a strong regional and international presence, a career with our family offers the opportunity to be part of this exciting growth journey, shaping our future as a proudly African group.

Job Summary

Manage and grow a portfolio of high net worth clients, trusts, investment holding companies, and businesses. Service their banking, lending, and foreign exchange needs. Provide specialist advice in developing tactical strategies and plans, and support practice formulation and best practice improvements.

Job Description

• New Business Organisation: Develop short-term tactical plans to meet annual targets within 6 to 12 months. Identify, develop, and source new high net worth relationships through personal contacts, client referrals, internal networks, and collaboration within the group and WIMI business unit. Achieve personal targets for transactional banking, credit, FX, and refer relevant business within Wealth Advisory and the broader group.
• Client Service - Manage and Grow Existing Client Relationships: Conduct quarterly meetings and annual credit reviews to assess clients’ financial health. Maintain high service levels, ensuring collaboration across teams to deliver excellent client experience. Act as the main contact for all client advice and queries related to transactional banking, credit, FX, and coordinate with internal stakeholders to meet business objectives.
• Client Relationship Management: Maintain high service standards, serve as the key contact for banking and credit advice, and act as the interface between clients and internal teams within Absa Group Limited and WIMI.
• Involvement in Credit Tasks: Engage with clients to gather information, ensure timely credit reviews, and liaise with product teams for credit-related processes such as overdrafts and home loans.
• Governance and Control: Ensure compliance with global standards, regulatory requirements, KYC, and internal procedures.
• Query Resolution: Handle client queries and act as the escalation point for serious issues.
• Operational Support: Prepare client documentation, act as the focal point for administrative tasks, and follow up on client meetings and actions.

Education

Postgraduate degrees and professional qualifications in Business, Commerce, or Management are required.

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 diversity.

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