Talent Pipeline: Wealth Banker - Pretoria

ABSA

Pretoria, South Africa
**
Manage and grow high net worth client portfolios
Service banking, lending, and fx requirements
Develop tactical strategy and plans
** ABSA is seeking a Wealth Banker in Pretoria to manage and grow a portfolio of high net worth clients, providing specialized banking, lending, and foreign exchange services. The position emphasizes building strong client relationships and achieving business targets while ensuring compliance and excellent service delivery. **

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.
  • Identify, develop and source new High Net Worth and Ultra High Net Worth relationships through personal and client referrals, Absa Group Limited Group internal networks and fostering greater collaboration within group and WIMI business unit.
  • Ensure conformity with global and market standards of client services, regulatory compliance, KYC, product delivery and operating model.

Matching Summary

Match Score: 75

** ABSA is seeking a Wealth Banker in Pretoria to manage and grow a portfolio of high net worth clients, providing specialized banking, lending, and foreign exchange services. The position emphasizes building strong client relationships and achieving business targets while ensuring compliance and excellent service delivery. **

Skills & Requirements

Must-have

  • Manage and grow high net worth client portfolios
  • Service banking, lending, and FX requirements
  • Develop tactical strategy and plans
  • Identify and source new high net worth relationships
  • Achieve personal targets for new and existing clients
  • Maintain highest levels of service and delivery

Nice-to-have

  • Collaboration within group and business unit
  • Client experience focus
  • Proactive query resolution
  • Accurate and timely documentation preparation

Key Requirements

  • Postgraduate Degrees and Professional Qualifications
  • Business, Commerce and Management Studies

Work Rights

Not specified

Tailored Resume

Cover Letter