Wealth Banker- Pipeline Sandton

Absa Bank; Gauteng; On-site; ZAR 60 000 - 80 000; Full time

Job summary

A leading financial services provider in South Africa is hiring a dedicated professional to manage and grow a portfolio of high net worth clients. This role involves providing specialized banking and financial advice, conducting client reviews, and developing new relationships. The ideal candidate will have a postgraduate degree in Business or a related field, along with experience in client relationship management. This position requires a strong understanding of banking products and compliance standards, ensuring exceptional service delivery to clients.

Qualifications

• Experience managing high net worth clients and businesses.
• Ability to identify and develop new client relationships.
• Familiarity with transactional banking and foreign exchange.

Responsibilities

• Manage and grow a portfolio of high net worth clients.
• Provide specialist advice on banking and financial strategies.
• Conduct regular client reviews and ensure compliance with regulations.

Skills

Client relationship management

Understanding of credit and banking products

Financial analysis

Education

Postgraduate Degrees in Business, Commerce, or Management Studies

Job description

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

With over 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

Manage and grow a portfolio of high net worth clients, trusts, investment holding companies and businesses, servicing their banking, lending and foreign exchange requirements.

Provide specialist advice and support in the development of tactical strategy and plans.

AND / OR provide specialist advise and support in terms of practice formulation and associated best practice improvements 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 ...
• 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 (Required)*Absa Bank Limited is an equal opportunity, affirmative action employer.

In compliance with the Employment Equity Act 55 of , 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*

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