Private Wealth Banker at ABSA BANK LTD
London, Bedfordshire - England, United Kingdom -
Full Time


Start Date

Immediate

Expiry Date

29 Dec, 26

Salary

55000.0

Posted On

30 Sep, 26

Experience

22 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Industry

Financial Services & Insurance

Description

What you'll be doing

  • Onboarding high-net-worth individuals, guiding them through the entire customer lifecycle
  • Identifying client requirements and conveying the unique value of our private banking services through a solutions-based advisory approach
  • Driving growth by identifying cross-sell opportunities, ensuring clients are leveraging the full suite of relevant features available to them
  • Providing comprehensive financial advice tailored to each client's unique situation, including guidance on deposits, savings, and investments
  • Conducting regular portfolio reviews and recommending optimisations to meet clients' evolving financial goals
  • Meeting and exceeding relationship management targets aligned with the team's goals


Responsibilities

What you'll be doing

  • Onboarding high-net-worth individuals, guiding them through the entire customer lifecycle
  • Identifying client requirements and conveying the unique value of our private banking services through a solutions-based advisory approach
  • Driving growth by identifying cross-sell opportunities, ensuring clients are leveraging the full suite of relevant features available to them
  • Providing comprehensive financial advice tailored to each client's unique situation, including guidance on deposits, savings, and investments
  • Conducting regular portfolio reviews and recommending optimisations to meet clients' evolving financial goals
  • Meeting and exceeding relationship management targets aligned with the team's goals


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