Manage and grow a portfolio of high net worth clients, trusts, investment holding companies and businesses, servicing their banking, lending and foreign exchange requirements
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
Manage and grow a portfolio of high net worth clients, trusts, investment holding companies and businesses, servicing their banking, lending and foreign exchange requirements.
Skills & Requirements
Must-have
Manage and grow high net worth client portfolio
Service banking, lending, foreign exchange
Devise short term tactical plans
Identify and develop new client relationships
Client relationship management
Liaise with internal stakeholders
Nice-to-have
Specialist advice and support
Foster greater collaboration within group
Contribute to referring relevant business
Highest levels of service and delivery
Achieve equitable demographic representation
Key Requirements
Postgraduate Degrees and Professional Qualifications: Business, Commerce and Management Studies (Required)