Wealth Banker - Nelspruit at Absa Group Limited (Absa)

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 
• 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
• Act as the key contact point/ gatekeeper and coordinator for all client advice Transactional Banking, Credit, FX. 
• Assist in the liaison with various internal stakeholders to assist in achieving business objectives in Structured Lending, Advisory, FX, SSG and Investment Banking fees 
• Act as the key contact point for all client transaction queries across multiple locations within a Region. 

Client Relationship Management: 

• Maintains highest levels of service and delivery to existing clients at all times
• Key contact for all banking and credit (vanilla credit) advice and client queries
• Key interface between clients and other parts of Absa Group Limited/WIMI and the wider Absa Group Limited Group 
• Involvement in credit related tasks

Client interaction including: 

• Gathering of information related to Transactional Banking, Credit, FX ensuring efficient Client interactions
• Accountable for providing information related to the security status reports and performance of financial analysis
• Ultimately responsible for ensuring that credit review processes is conducted on time
• Liaise with the product houses to ensure credit tasks related to clients in terms of credit reviews, overdrafts and home loans are completed

Governance and Control: 

• Ensure conformity with global and market standards of client services, regulatory compliance, KYC, product delivery and operating model. 
• Ensuring that all actions are in line with procedures according to the Front Office manual.

Query Resolution:

• Undertake query resolution related to client portfolio 
• Act as the escalation point for serious issues related to client complaints 

Operational Support: 

• Provides accurate/timely preparation of file notes, client letters and other client documentation (e.g. marketing material) for all client meetings and follow up as required
• Act as focal point for clients dealing with day-to-day administration across the range of services and products. 

Education

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