Private Wealth Banker - Coverage (fais)

Absa Bank Limited

Kathu, South Africa
Not specified
Build and maintain private wealth client relationships
Achieve financial targets and income growth
Execute client relationship plans and contact strategies
Absa Bank Limited is seeking a Private Wealth Banker to manage a portfolio of Private Wealth clients in Kathu, South Africa. The role focuses on building relationships, achieving financial targets, and ensuring compliance with regulatory frameworks

Job Summary

  • The role focuses on building and maintaining professional business relationships across a portfolio of Private Wealth clients while achieving financial targets.
  • Candidates must ensure compliance with FAIS, FICA, and NCA regulations while negotiating pricing structures to optimize portfolio profitability.
  • The position requires protecting bank assets through appropriate risk assessment, credit management, and collaboration with Risk stakeholders.

Matching Summary

Match Score: 85

Absa Bank Limited is seeking a Private Wealth Banker to manage a portfolio of Private Wealth clients in Kathu, South Africa. The role focuses on building relationships, achieving financial targets, and ensuring compliance with regulatory frameworks.

Skills & Requirements

Must-have

  • Build and maintain private wealth client relationships
  • Achieve financial targets and income growth
  • Execute client relationship plans and contact strategies
  • Cross-sell and up-sell financial products
  • Manage credit risk and compliance frameworks
  • Analyze portfolio profitability and sales opportunities

Nice-to-have

  • Strategic level client conversations
  • Collaboration with financial and estate planners
  • Continuous professional development commitment
  • Knowledge of complex lending structures

Key Requirements

  • B-degree in Business, Commerce or Management Studies (NQF Level 7)
  • Five years' relevant Private or Wealth Banking experience
  • FAIS Compliance qualification OR National Diploma/Advanced Certificate (NQF Level 6) with 8 years experience
  • Four years experience with Non Individuals within Private or Business Banking
  • Superior communication skills and data analysis capabilities

Work Rights

Not specified

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