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Senior Client Advisor

2 weeks ago

Cape Town, Western Cape, South Africa Absa Group Full time

About the Position

We are looking for a skilled Senior Client Advisor to join our team. In this role, you will be responsible for managing and growing a portfolio of high net worth clients, trusts, investment holding companies and businesses.

Your Key Responsibilities

  1. New Business Organisation: Develop short-term tactical plans to meet annual targets. Identify, develop and source new High Net Worth and Ultra High Net Worth relationships through personal and client referrals, internal networks and fostering collaboration within the group and 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. Maintain the highest levels of service and delivery to existing clients at all times.
  3. Client Relationship Management: Serve as the key contact for all banking and credit advice and client queries, and interface between clients and other parts of the group.
  4. Involvement in Credit Related Tasks: Ensure efficient client interactions, account for providing information related to security status reports and performance of financial analysis. Liaise with product houses to ensure credit tasks related to clients are completed.
  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 client documentation for all client meetings and follow up as required.