Private Banking Expert

3 days ago


Cape Town, Western Cape, South Africa Absa Group Full time
Transform Your Career

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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