High Net Worth Client Advisor
2 weeks ago
Join us at Absa Group and embark on a rewarding career path as a Private Wealth Management Expert. You'll be responsible for managing high net worth clients' portfolios, ensuring their investment and fiduciary needs are met.
Key Responsibilities- Client Engagement: Develop and maintain strong relationships with high net worth clients, understanding their needs and goals.
- Portfolio Management: Manage diverse portfolios, including investments, trusts, and businesses, providing expert advice on risk management and growth strategies.
- Tactical Planning: Create annual financial targets and implement tactical plans to achieve them.
- Leadership and Development: Foster a collaborative work environment, coaching and mentoring team members to drive business objectives.
You must hold a Bachelor's Degree or Advanced Diploma in Business, Commerce, or Management Studies.
We value experience in portfolio management, risk management, and business development.
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