Private Banker Pipeline

Empowering Africa’s tomorrow, together…one story at a time.

With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.

Job Summary : Providing superior Private Wealth customer attraction and retention through a face-to-face interaction, ensuring seamless customer experience in an efficient and cost-effective manner. Performing banking duties and overseeing the financial activities for Private Wealth clients.

Job Description

Accountability : To build customer relationships in the preferred market segments :

• To own the primary relationship with our clients by being the client’s main contact point and to work collaboratively with specialists (ie financial and estate planners) to ensure that our clients experience the full spectrum of our value proposition.
• To ensure that you achieve the required contact strategy relevant to your portfolio based on client segmentation of your bespoke portfolio.
• To build, maintain and execute on client relationship plans to ensure you fully understand your clients’ needs and that we hold the primary relationship with our clients.
• 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 retention of clients in within acceptable targets and apply remedial actions where appropriate.
• Consistently achieve customer satisfaction scores as per agreed threshold by ensuring that customers are appropriately serviced in line with our value proposition.
• To work seamlessly with the sales support team in ensuring that they are enabled to support you in your portfolio.

Accountability : Deepen relationships with our customers through meeting their individual needs and achieving the required income from each portfolio .

Accountability : Protecting our assets through appropriate levels of Risk and Credit Assessment .

Accountability : Colleague and Personal Development :

Preferred Education & Experience

OR

Knowledge And Skills

Absa Bank Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998, preference will be given to suitable candidates from designated groups whose appointments will contribute towards achievement of equitable demographic representation of our workforce profile and add to the diversity of the Bank.

Absa Bank Limited reserves the right not to make an appointment to the post as advertised.

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