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.
• Provide specialist advice and support in the development of tactical strategy and plans.
• AND/OR provide specialist advise and support in terms of practice formulation and associated best practice improvements

Job Description

• New Business Organisation: Devise short term tactical plans to meet annual budget and targets up to a 6 to 12 month timeframe
• 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
• Achieve personal targets for new and existing clients for Transactional Banking, Credit, FX. Make a contribution to referring relevant business to other parts of Wealth Advisory and/or the broader Absa Group Limited Group.
• Client service – Manage and Grow Existing Client Relationships: Quarterly meetings with each client in your designated portfolio
• Undertake annual credit reviews to assess the health of your Clients financial position, with co-operation from the various teams in the region
• Maintain the highest levels of service and delivery to existing clients at all times, ensuring that all teams of specialist support within the region work together to deliver client experience as well

Education

• Postgraduate Degrees and Professional Qualifications: Business, Commerce and Management Studies (Required)

End Date: July 17, 2025