Wealth Banker- Pipeline Sandton

Absa Group; Gauteng; On-site; ZAR 600,000 - 840,000; Full time

Job summary

Une banque locale recherche un gestionnaire de relations pour gérer un portefeuille de clients hautement fortunés, fournissant des conseils stratégiques sur les besoins bancaires, de crédit et de change. Le poste exige une approche proactive dans le développement des affaires et une excellente gestion de la relation avec les clients.

Qualifications

• Diplôme post-universitaire en affaires, commerce ou gestion requis.

Responsibilities

• Gérer et développer un portefeuille de clients haut de gamme.
• Fournir des conseils spécialisés pour élargir la clientèle.
• Assurer une conformité avec les normes globales et réglementaires.

Education

Postgraduate degree 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 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.

Key Responsibilities

• Provide specialist advice in developing tactical strategies and plans, or in practice formulation and best practice improvements.
• Devise short-term tactical plans to meet annual targets, focusing on new business development and client relationship management.
• Identify, develop, and source new High Net Worth and Ultra High Net Worth relationships through referrals, internal networks, and collaboration within the group.
• Achieve personal targets for transactional banking, credit, and FX, while referring relevant business to other units.
• Conduct quarterly meetings and annual credit reviews with clients to assess financial health.
• Maintain high service levels, acting as the key contact for client advice on banking, credit, and FX.
• Engage in client interactions, ensuring timely gathering of information and security status reporting.
• Ensure credit review processes are completed on time and liaise with product teams for related tasks.
• Ensure compliance with global standards, regulatory requirements, KYC, and operating procedures.
• Handle query resolution and act as escalation point for serious client issues.
• Provide operational support through accurate documentation and client communication.

Qualifications

Postgraduate degree in Business, Commerce, or Management Studies is required.

Absa Bank Limited is an equal opportunity employer, committed to diversity and inclusion. Preference will be given to candidates from designated groups to promote workforce diversity. The bank reserves the right not to fill the position if suitable candidates are not found.