Wealth Banker: High Net Worth Growth & Advisory

Absa Group; George; On-site; ZAR 600 000 - 750 000; Full time

Job summary

A leading financial institution in South Africa is looking for a professional to manage and grow a portfolio of high net worth clients. The ideal candidate will need to devise tactical plans, maintain client relationships, and ensure compliance with regulatory standards. A postgraduate degree in Business, Commerce, or Management is required. The role includes significant client interaction and oversight of credit-related tasks, ensuring optimum service delivery and client satisfaction.

Qualifications

• Strong ability to manage high net worth client relationships and transactional banking.
• Experience in tactical plan development and implementation.
• Knowledge of regulatory compliance and KYC processes.

Responsibilities

• Manage and grow a portfolio of high net worth clients.
• Devise short term tactical plans to meet targets.
• Ensure highest levels of service and delivery to existing clients.
• Undertake annual credit reviews to assess clients' financial health.

Skills

Client relationship management

Strategic planning

Credit analysis

Education

Postgraduate Degrees in Business, Commerce, and Management Studies

Job description

A leading financial institution in South Africa is looking for a professional to manage and grow a portfolio of high net worth clients. The ideal candidate will need to devise tactical plans, maintain client relationships, and ensure compliance with regulatory standards. A postgraduate degree in Business, Commerce, or Management is required. The role includes significant client interaction and oversight of credit-related tasks, ensuring optimum service delivery and client satisfaction.