Wealth Banker - Pipeline Cape Town Apply
Location: Cape Town
Time Type: Full time
Posted on: Posted 3 Days Ago
Job Requisition ID: R-15962719
Empowering Africa's tomorrow, together…one story at a time. With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.
Job Summary Manage and grow a portfolio of high net worth clients, trusts, investment holding companies, and businesses, servicing their banking, lending, and foreign exchange requirements. Provide specialist advice and support in the development of tactical strategy and plans.
Job Description New Business Organisation: Devise short-term tactical plans to meet annual budget and targets up to a 6 to 12 month timeframe. 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 through quarterly meetings and annual credit reviews. Maintain the highest levels of service and delivery to existing clients. Client Relationship Management: Act as the key contact point for all client transaction queries and ensure the highest levels of service. Involvement in Credit Related Tasks: Gather information related to Transactional Banking, Credit, FX ensuring efficient client interactions and conduct credit reviews on time. Governance and Control: Ensure conformity with global standards of client services, regulatory compliance, KYC, product delivery, and operating model. Query Resolution: Undertake query resolution related to the client portfolio and act as the escalation point for serious issues. Operational Support: Provide accurate/timely preparation of file notes, client letters, and other documentation for client meetings. Education Postgraduate Degrees and Professional Qualifications: Business, Commerce and Management Studies (Required)
Absa Bank Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998, preference will be given to suitable candidates from designated groups whose appointments will contribute towards achievement of equitable demographic representation of our workforce profile and add to the diversity of the Bank. Absa Bank Limited reserves the right not to make an appointment to the post as advertised.
#J-18808-Ljbffr
