Private Wealth Banker

Absa Bank Limited

Not specified
5 years private wealth experience
Fais compliance knowledge
Client relationship management
Absa Bank Limited is seeking a Private Wealth Banker to build and maintain professional relationships with Private Wealth clients, focusing on client acquisition, satisfaction, and compliance with banking regulations. The role requires extensive experience in wealth management and a strong understanding of financial solutions and risk management

Job Summary

  • The role involves 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 and credit assessments and co-managing high-risk client accounts.

Matching Summary

Match Score: 85

Absa Bank Limited is seeking a Private Wealth Banker to build and maintain professional relationships with Private Wealth clients, focusing on client acquisition, satisfaction, and compliance with banking regulations. The role requires extensive experience in wealth management and a strong understanding of financial solutions and risk management.

Skills & Requirements

Must-have

  • 5 years Private Wealth experience
  • FAIS compliance knowledge
  • Client relationship management
  • Credit risk assessment skills
  • Financial product cross-selling

Nice-to-have

  • Strategic economic awareness
  • Collaborative specialist teamwork
  • Data-led decision making
  • Continuous professional development

Key Requirements

  • B-degree in Business, Commerce or Management Studies
  • NQF Level 7 qualification
  • 5 years Private Wealth experience
  • FAIS Compliance certification
  • 8 years experience for non-individuals option

Work Rights

Not specified

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