Investment Wealth Manager – Pipeline X1
Job Overview:
- Company: Absa Bank Limited
- Job Requisition ID: R-15962332
- Location: Bloemfontein
- Employment Type: Full-time
- Role Type: Pipeline Role (Talent pool for future vacancies)
Job Purpose
The Investment Wealth Manager contributes to tactical and operational planning while supporting the delivery of approved operational plans. The role is accountable for people, processes, applied technology, and budget management, with a strong focus on supporting wealth advisory services and driving portfolio growth.
Key Responsibilities
1. Solutioning & Advisory Support
-
Provide ongoing support to Senior Advisors in achieving business development and portfolio growth targets.
-
Identify cross-selling and up-selling opportunities within existing client portfolios.
-
Monitor portfolio performance to unlock value for both clients and the business.
2. Client Engagement
-
Engage with clients regularly to understand:
-
Current investment and wealth product needs
-
Future financial and wealth requirements
-
-
Ensure client expectations are met and long-term value is created.
-
Strengthen client relationships through proactive engagement and service excellence.
3. Risk and Control
-
Ensure full compliance with risk, governance, and control requirements.
-
Implement and maintain operational controls aligned with Absa policies and regulatory standards.
-
Protect the integrity of client portfolios and the business.
4. Operational Accountability
-
Contribute to operational execution of tactical plans.
-
Support management across:
-
People
-
Processes
-
Technology
-
Budget oversight
-
Minimum Qualifications
-
Bachelor’s Degree or Advanced Diploma in:
-
Business
-
Commerce
-
Management Studies
-
Employment Equity
Absa is an equal opportunity and affirmative action employer. Preference will be given to candidates from designated groups in line with the Employment Equity Act.
Career Path Opportunities
This pipeline role aligns closely with:
-
Private Wealth Banker
-
Investment Advisor
-
Wealth Manager
-
Relationship Manager – Wealth