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 client portfolio
Service banking, lending, FX requirements
Identify and develop new relationships
Client service and delivery
Credit review processes
Regulatory compliance and KYC
Nice-to-have
Tactical strategy and plans
Practice formulation and improvements
Collaboration within group
Client transaction queries
Key Requirements
Postgraduate Degrees and Professional Qualifications