Private Banker - Pipeline
Absa
- Cape Town, Western Cape
- Permanent
- Full-time
- To own the primary relationship with our clients by being the client’s main contact point and to work collaboratively with specialists (ie actioning leads from the Existing Client Management team) 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 respond and execute on immediate client requests, ensuring you fully understand your clients’ needs.
- To secure new business through interaction with current and prospective clients and leads generation and ensure new clients are fully on boarded.
- Ensure retention of clients by applying appropriate 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.
- To review and negotiate pricing structures with clients, in line with the Absa Pricing policy to ensure that the product profitability is managed optimally.
- To effectively cross and up sell the appropriate products within the respective campaign management parameters to clients, ensuring that all requirements in terms of FAIS (Financial Advisory and Intermediary Services Act), FICA (Financial intelligence Centre Act) and NCA (National Credit Act) are met.
- Drive Income growth of the Portfolio through the effective actioning of leads, timeous completion of client reviews and service requests.
- Coordinate and drive outstanding client reviews and ensure timeous finalisation.
- Ensure that arrangements with clients are within the credit guidelines and that credit is informed of any special arrangements via utilisation of the prescribed systems.
- Takes ownership of clients risk management through consistent application of the bank’s regulatory and compliance framework.
- Keep abreast of developments in the industry/sector to ensure adequate client service and to support potential risks and or opportunities.
- Ensure that Continuous Professional Development (CPD) hours are maintained at all times.
- Complete the relevant Compliance, Risk and System, Product and role fundamental learning as per the Private Wealth Minimum learning requirements.
- Subscribe to relevant segment specific initiatives and apply this knowledge to act on opportunities to maximize revenue and profitability.
- Demonstrate the willingness and ability to perform to the very best levels to ensure personal alignment to Absa’s Values and Vision.