Private Banker Pipeline

Absa Bank Limited

Pretoria, South Africa
**
5 years private or wealth banking experience
Fais compliance certification required
Client relationship management skills
** Absa Bank Limited is seeking a Private Banker to enhance customer relationships in Private Wealth through effective face-to-face interaction and banking services. The role involves attracting and retaining clients, managing financial activities, and ensuring compliance with regulatory standards. **

Job Summary

  • The role focuses on building superior customer relationships and ensuring a seamless client experience for Private Wealth clients.
  • Candidates must secure new business through active engagement while maintaining strict adherence to FAIS, FICA, and NCA regulations.
  • The position requires deepening client relationships by negotiating pricing structures and managing portfolio profitability effectively.

Matching Summary

Match Score: 75

** Absa Bank Limited is seeking a Private Banker to enhance customer relationships in Private Wealth through effective face-to-face interaction and banking services. The role involves attracting and retaining clients, managing financial activities, and ensuring compliance with regulatory standards. **

Skills & Requirements

Must-have

  • 5 years Private or Wealth Banking experience
  • FAIS Compliance certification required
  • Client relationship management skills
  • Credit risk assessment capabilities
  • Financial advisory and planning knowledge

Nice-to-have

  • Experience with Non-Individuals in Private Banking
  • Strategic economic environmental business forums attendance
  • Data-led decision making abilities
  • Cross-selling and up-selling expertise

Key Requirements

  • B-degree in Business, Commerce or Management Studies
  • 5 years relevant Private or Wealth Banking experience
  • FAIS Compliance OR National Diploma/Advanced Certificate
  • 8 years experience if applying with Non-Individuals focus

Work Rights

Not specified

Tailored Resume

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