Executive Portfolio Manager
3 days ago
At Absa Group, we are seeking a highly skilled Executive Portfolio Manager to join our team of professionals in the Wealth Advisory department.
About the RoleThe successful candidate will be responsible for managing and growing a portfolio of high net worth clients, trusts, investment holding companies, and businesses. This includes servicing their banking, lending, and foreign exchange requirements, as well as providing specialist advice and support in the development of tactical strategy and plans.
- New Business Organisation: 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 the group and WIMI business unit.
- Client Service - Manage and Grow Existing Client Relationships: Conduct quarterly meetings with each client in your designated portfolio, undertake annual credit reviews, and maintain the highest levels of service and delivery to existing clients at all times.
- Client Relationship Management: Serve as the key contact for all banking and credit advice and client queries, act as the key interface between clients and other parts of Absa Group Limited/WIMI and the wider Absa Group Limited.
- Involvement in Credit Related Tasks: Gather information related to Transactional Banking, Credit, FX, and ensure efficient client interactions.
Requirements include postgraduate degrees and professional qualifications in business, commerce, and management studies. The ideal candidate will have excellent communication and interpersonal skills, as well as the ability to work independently and as part of a team.
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