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Wealth Management Professional

2 weeks ago


Cape Town, Western Cape, South Africa Absa Group Full time
Unlock Your Potential with Absa Group

We're seeking a skilled Private Wealth Banker to join our team and contribute to our mission of empowering Africa's tomorrow, together.

As a Private Wealth Banker, you will be responsible for building and maintaining professional business relationships with our clients, achieving financial targets, acquiring new clients, and improving customer experience.

Your Key Responsibilities:

  1. Develop and execute client relationship plans to deepen understanding of client needs and preferences.
  2. Identify opportunities to cross-sell and up-sell products to clients, ensuring compliance with regulatory requirements.
  3. Collaborate with specialists to deliver our value proposition to clients, ensuring exceptional customer service.
  4. Manage client expectations and provide regular updates on progress towards agreed goals.
  5. Maintain accurate records of client interactions, transactions, and communications.
  6. Contribute to the development of business strategies and plans to achieve revenue growth and expansion.

Business Acumen and Risk Management:

  1. Apply sound judgment and decision-making skills to resolve complex client issues and concerns.
  2. Identify and mitigate risks associated with client relationships, transactions, and operations.
  3. Collaborate with Risk stakeholders to ensure effective risk management and compliance.
  4. Stay up-to-date with market trends, competitor activity, and regulatory changes affecting our clients and business.
  5. Develop and maintain strong relationships with colleagues, stakeholders, and partners to achieve business objectives.
  6. Participate in training and development programs to enhance skills and knowledge in areas such as sales, marketing, and risk management.

Education and Experience:

  1. Bachelor's degree in Business, Commerce, or Management Studies or equivalent NQF Level 7 qualification.
  2. Five years' relevant Private or Wealth or Premium or Private Wealth Virtual Banking experience.
  3. FAIS Compliance.