Relationship Executive - High Value (FAIS)

Provide specialist advice and support in the development of tactical strategy and plans. AND/OR provide specialist advice and support in terms of practice formulation and associated best practice improvements.

• Devise short term tactical plans to meet annual budget and targets up to a 6 to 12 month timeframe.
• Identify, develop and source new commercial relationships through personal and client referrals, Absa Group Limited Group internal networks and fostering greater collaboration within group and high value business unit.
• Achieve personal targets for new and existing clients for Transactional Banking, Credit, FX.
• Make a contribution to referring relevant business to other parts of high value Advisory and/or the broader Absa Group Limited Group.
• Quarterly meetings with each client in your designated portfolio.
• Undertake annual credit reviews to assess the health of your Clients financial position, with cooperation from the various teams in the region.
• Maintain the highest levels of service and delivery to existing clients.
• Act as the key contact point for all client advice Transactional Banking, Credit, FX.
• Assist in the liaison with various internal stakeholders to achieve business objectives in Structured Lending, Advisory, FX, SSG and Investment Banking fees.
• Act as the key contact point for all client transaction queries across multiple locations within a Region.
• Gather information related to Transactional Banking, Credit, FX ensuring efficient Client interactions.
• Accountable for providing information related to the security status reports and performance of financial analysis.
• Ultimately responsible for ensuring that credit review processes are conducted on time.
• Liaise with the product houses to ensure credit tasks related to clients are completed.
• Ensure conformity with global and market standards of client services, regulatory compliance, KYC, product delivery and operating model.
• Undertake query resolution related to client portfolio.
• Act as the escalation point for serious issues related to client complaints.
• Provide accurate/timely preparation of file notes, client letters and other client documentation for all client meetings and follow up as required.
• Act as focal point for clients dealing with day-to-day administration across the range of services and products.

• Postgraduate Degrees and Professional Qualifications in Business, Commerce and Management Studies.