Private Banking Expert
3 days ago
A career with Absa Group offers the opportunity to be part of an exciting growth journey and contribute to shaping our destiny as a proudly African group. As a Private Banking Expert, you will be responsible for building and maintaining professional business relationships across a portfolio of Private Wealth clients.
Job Description
We are seeking a highly skilled and experienced professional to join our team as a Private Banking Expert. In this role, you will work collaboratively with specialists to ensure that our clients experience the full spectrum of our value proposition.
Key Responsibilities:
- To develop and execute comprehensive business plans to drive income growth and improve customer satisfaction.
- To build, maintain, and execute client relationship plans to fully understand clients' needs and hold the primary relationship.
- To identify and pursue new business opportunities through interaction and engagement with current and prospective clients.
Accountability: Deepen Relationships with Our Customers
- To review and negotiate pricing structures with clients in line with Absa Pricing policy to manage portfolio profitability.
- To effectively cross- and up-sell appropriate products to clients ensuring all requirements are met.
Preferred Education & Experience
- Bachelor's degree in Business, Commerce, or Management Studies or equivalent NQF Level 7 qualification.
- Five years' relevant Private or Wealth or Premium or Private Wealth Virtual Banking experience.
- FAIS Compliance.
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