ABSA Job Applications – Private Wealth Banker

Website Absa Group Limited

Job Description:

The purpose of the role is to build and maintain professional business relationships across a portfolio of Private Wealth clients, by achieving financial targets, proactively acquiring new clients, and improving customer experience, all within the scope of the Bank’s risk, regulatory and compliance frameworks

Job Responsibilities:

  • Consistently achieve customer satisfaction scores as per agreed threshold by ensuring that customers are appropriately serviced in line with our value proposition.
  • Takes ownership of the portfolios risk management through consistent application the bank’s regulatory and compliance framework.
  • To effectively cross and up sell the appropriate products to the clients ensuring that all requirements in terms of FAIS (Financial Advisory and
  • Intermediary Services Act), FICA (Financial intelligence Centre Act) and NCA (National Credit Act) are met.
  • Demonstrate the willingness and ability to perform to the very best levels to ensure personal alignment to Absa’s Values and Vision.
  • Ensure retention of clients in within acceptable targets and apply remedial actions where appropriate.
  • Coordinate and drive outstanding client reviews and ensure timeous finalization.
  • To work seamlessly with the sales support team in ensuring that they are enabled to support you in your portfolio.
  • To secure new business through interaction and engagement with current and prospective clients and leads generation and ensure new clients are fully on boarded.
  • Ensure that arrangements with clients are within the credit guidelines and that credit is informed of any special arrangements via utilization of the prescribed systems.
  • Analyze sales achieved against opportunities in portfolios on a monthly basis for new and existing client
  • Drive Income growth of the Portfolio through the acquisition of new clients

Job Requirements:

  • Data analysis to enable data led decision making
  • Customer Relationship Management
  • Relationship Banking Risk management, including credit knowledge around complex structures as well as solutions
  • Financial products knowledge with Superior Communication Skills
  • Financial and wealth solutions and planning knowledge, including deal structuring
  • Sales Acquisition and Business Development

Qualification & Experience:

  • FAIS Compliance and passed RE exams
  • National Diploma / Advanced Certificate in Business, Commerce or Management Studies, or equivalent NQF Level 6 qualification
  • B-degree in Business, Commerce or Management Studies or equivalent NQF Level 7 qualification
  • Eight (8) years’ experience in Private or Wealth or Premium or Private Wealth Virtual Banking, of which 4 years must be experience with Non
  • Individuals (Professional Practice) within Private or Business Banking
  • Five (5) years’ relevant Private or Wealth or Premium or Private Wealth Virtual Banking experience

Job Details:

Company: Absa Group Limited

Vacancy Type:  Full Time

Job Location: Kimberley, Northern Cape, SA

Application Deadline: N/A

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