Private Wealth Banker

2 weeks ago

Polokwane, South Africa Absa Bank Limited Full time

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

To build and maintain professional business relationships across a portfolio of Private Wealth clients, by achieving financial targets, proactively acquiring new clients, and improving customer experience within the scope of the Bank’s regulatory and compliance frameworks.

**Job Description**:
New Business Origination Manage and grow existing client relationships Involvement in credit related tasks Involvement in Assets under Management and Investments Stakeholder Management Query resolution Risk Management

Education

Bachelor's Degrees and Advanced Diplomas: Business, Commerce and Management Studies (required)
- Absa Bank Limited reserves the right not to make an appointment to the post as advertised_

  • Private Banking Analyst Private Clients

    4 weeks ago

    Polokwane, South Africa FirstRand Full time

    Job Description To assist in proactively managing a portfolio of affluent clients with a team of Private Bankers through provision of analysis, research, sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management. -...

  • Private Client Advisor

    4 weeks ago

    Polokwane, South Africa The Hiring House Full time

    **Responsibilities are, but not limited to**: - Conduct Client reviews within context of engagement and market all financial services solutions withing the relevant business offering - Participated in planned activities that are appropriate for own development - Ensure Compliance to legislative and audit requirements and adherence to relevant processes -...

  • Banking Advisor

    1 month ago

    Polokwane, South Africa FirstRand Full time

    Job Description To assist in proactively managing a portfolio of affluent clients with a team of Private Bankers through provision of analysis, research, sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management. -...