Wealth Banker- Pipeline Sandton

4 weeks ago

Sandton, 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

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 with the product houses to ensure credit tasks related to clients in terms of credit reviews, overdrafts and home loans are completed; | 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 reserves the right not to make an appointment to the post as advertised_

  • Private Wealth Banker

    2 weeks ago

    Sandton, South Africa Absa Bank Limited Full time

    Bring your possibility to life Define your career with us 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 SummaryTo build...

  • Private Banking Analyst Private Wealth D

    4 weeks ago

    Sandton, South Africa FirstRand Full time

    About us, purpose, experience and qualifications **about us**: - make a promise - be deeply invested - value our differences - build trust, not territory - have courage - always do the right thing **purpose**: - To assist in proactively managing a portfolio of FNB Private Wealth Clients with a team of Private Bankers through provision of analysis,...

  • Data Analyst

    2 months ago

    Sandton, South Africa GCI Wealth Full time

    GCI Wealth is an authorised financial services provider. Working closely with the Head of Finance and the Management Accountant you will be solely responsible to contribute to our purpose of CHANGING THE FACE OF RETIREMENT through the creation, analysis and maintenance of our internal data and reporting systems, which will allow the business to gain valuable...

  • Private Wealth Banker

    4 weeks ago

    Sandton, South Africa Absa Bank Limited Full time

    Bring your possibility to life! Define your career with us - 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...

  • Senior Audit Manager

    2 months ago

    Sandton, South Africa Emporium Full time

    Senior Audit Manager: Wealth – (POS24162)Rivonia, SandtonR 808 000 to R 965 833 per annumJob PurposeThe purpose of GIA is to provide independent, objective assurance to the Board of Directors via the Group Audit Committee that the governance processes, management of risk and systems of internal control are adequate and effective to mitigate the risks (in...

  • Senior Audit Manager

    2 months ago

    Sandton, South Africa Emporium Full time

    Senior Audit Manager: Wealth – (POS24162)Rivonia, SandtonR 808 000 to R 965 833 per annumJob PurposeThe purpose of GIA is to provide independent, objective assurance to the Board of Directors via the Group Audit Committee that the governance processes, management of risk and systems of internal control are adequate and effective to mitigate the risks (in...

  • Senior Audit Manager

    4 weeks ago

    Sandton, South Africa Emporium Full time

    Senior Audit Manager: Wealth – (POS24162)Rivonia, SandtonR 808 000 to R 965 833 per annumJob PurposeThe purpose of GIA is to provide independent, objective assurance to the Board of Directors via the Group Audit Committee that the governance processes, management of risk and systems of internal control are adequate and effective to mitigate the risks (in...

  • Senior Audit Manager

    4 weeks ago

    Sandton, South Africa Emporium Full time

    Senior Audit Manager: Wealth – (POS24162)Rivonia, SandtonR 808 000 to R 965 833 per annumJob PurposeThe purpose of GIA is to provide independent, objective assurance to the Board of Directors via the Group Audit Committee that the governance processes, management of risk and systems of internal control are adequate and effective to mitigate the risks (in...

  • Receptionist Sandton, Gauteng

    4 days ago

    Sandton, South Africa PSG Konsult Ltd. Full time

    **Designation**: Receptionist | Sandton, Gauteng **Category**: Administration and Operations **Job Level**: Semi-skilled and discretionary decision making **Posted by**: PSG Financial Services **Posted on**: 07 Mar 2024 **Reference Number**: POS37670 **Closing date**: 21 Mar 2024 **Position...

  • Data Analyst

    2 weeks ago

    Sandton, South Africa GCI Wealth Full time

    GCI Wealth is an authorised financial services provider. Working closely with the Head of Finance and the Management Accountant you will be solely responsible to contribute to our purpose of CHANGING THE FACE OF RETIREMENT through the creation, analysis and maintenance of our internal data and reporting systems, which will allow the business to gain valuable...

  • Certified Financial Planner

    2 weeks ago

    Sandton, South Africa GCI Wealth Full time

    As a Certified Financial Planner at GCI, you will have the opportunity to build your own client base with the support and resources necessary for success. While we provide a base salary during the initial months of building your book of business, most of your income will come from commissions. We believe in rewarding your hard work and...

  • Programme Lead: Infrastructure Project Pipeline

    3 weeks ago

    Sandton, South Africa IDC Full time

    **Synopsis** This position exists within the Infrastructure Pipeline Development and Management Unit in Infrastructure Pipeline Development at Infrastructure South Africa under the PICC (Presidential Infrastructure Coordinating Commission) Offices in Sandton and Pretoria. **Job Description** JOB PURPOSE**: The availability of a comprehensive and robust...

  • Programme Lead: Infrastructure Project Pipeline

    2 weeks ago

    Sandton, South Africa IDC Full time

    **Job Description** JOB PURPOSE**: The availability of a comprehensive and robust project pipeline ready for investment is central to unlocking infrastructure investments. The objective of this role is to coordinate and support an expert pool of sector specialists in originating, screening, assessing, and packaging a comprehensive infrastructure pipeline...

  • Programme Lead: Infrastructure Project Pipeline

    2 weeks ago

    Sandton, South Africa IDC Full time

    Job Description JOB PURPOSE**:The availability of a comprehensive and robust project pipeline ready for investment is central to unlocking infrastructure investments. The objective of this role is to coordinate and support an expert pool of sector specialists in originating, screening, assessing, and packaging a comprehensive infrastructure pipeline ready...

  • Programme Lead: Infrastructure Project Pipeline

    2 weeks ago

    Sandton, South Africa IDC Full time

    SynopsisThis position exists within the Infrastructure Pipeline Development and Management Unit in Infrastructure Pipeline Development at Infrastructure South Africa under the PICC (Presidential Infrastructure Coordinating Commission) Offices in Sandton and Pretoria.Job Description JOB PURPOSE**:The availability of a comprehensive and robust project pipeline...

  • Banking Advisor

    2 weeks ago

    Sandton, South Africa FirstRand Bank Limited Full time

    DescriptionAssist in managing a portfolio of Private Wealth Clients along with a team of Private Bankers by providing analysis, research, and sales and service fulfillment to identify new banking opportunities and grow the existing client base through effective stakeholder management.Act responsibly with work resources to contribute to cost...

  • Business Development Executive

    4 days ago

    Sandton, South Africa C & G (Hospitality) Recruitment Full time

    **Scope and general purpose of the job: To support business growth through sourcing and securing business - Previous hospitality/catering Sales experience essential.** **Responsible to: Chief Sales and Marketing officer** - Client database is scrutinised and leads and contracts are evaluated for business opportunities - Appointments are diarised on a...

  • Structured and Investment Solutions Support-2

    2 weeks ago

    Sandton, South Africa Absa Bank Limited Full time

    Bring your possibility to life! Define your career with us - 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...

  • Distribution Support Administrator

    4 weeks ago

    Sandton, South Africa Momentum Distribution Services Full time

    **Introduction** Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA. **Role...

  • Private Banker: Private Bank

    1 week ago

    Sandton, 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...