Wealth Banker

3 weeks ago

Cape Town, Western Cape, South Africa Absa Bank Full time
Wealth Banker - Pipeline Cape Town

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Locations: Cape Town

Time Type: Full time

Posted on: Posted Yesterday

Job Requisition ID: R-15962719

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

With over 100 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.

Job Description

  1. 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 internal networks, and fostering greater collaboration within group and WIMI business unit.
  2. Client Service - Manage and Grow Existing Client Relationships: Conduct quarterly meetings with each client in your designated portfolio; undertake annual credit reviews to assess the health of your clients' financial position, in cooperation with various teams in the region.
  3. Client Relationship Management: Maintain the highest levels of service and delivery to existing clients; act as the key contact point for all client advice on Transactional Banking, Credit, and FX.
  4. Involvement in Credit Related Tasks: Gather information related to Transactional Banking, Credit, and FX; ensure efficient client interactions and timely credit review processes.
  5. Governance and Control: Ensure conformity with global and market standards of client services, regulatory compliance, KYC, product delivery, and operating model.
  6. Query Resolution: Undertake query resolution related to client portfolio; act as the escalation point for serious issues related to client complaints.
  7. Operational Support: Provide accurate/timely preparation of file notes, client letters, and other documentation for all client meetings and follow up as required.

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 1998, 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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