Wealth Banker

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, as well as in practice formulation and associated best practice improvements.

Responsibilities

• Devise short‑term tactical plans to meet annual budget and targets up to a 6‑12 month timeframe.
• Identify, develop and source new High Net Worth and Ultra High Net Worth relationships through personal and client referrals, group internal networks, and collaboration within the WIMI business unit.
• Achieve personal targets for new and existing clients for Transactional Banking, Credit, FX.
• Refer relevant business to other parts of Wealth Advisory and/or the broader Absa Group.
• Manage and grow existing client relationships: conduct quarterly meetings, un...