Service banking, lending, foreign exchange requirements
Identify and source new high net worth relationships
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 requirements
Identify and source new high net worth relationships
Client interaction and relationship management
Query resolution and escalation point
Nice-to-have
Specialist advice and support
Tactical strategy and planning
Collaboration within group and business unit
Highest levels of service and delivery
Key Requirements
Postgraduate Degrees and Professional Qualifications in Business, Commerce and Management Studies