To provide Wealth and Investment Clients with comprehensive, product agnostic relationship management and optimal service along with sound advice regarding their long-term wealth, estate and offshore planning. The service offering further includes advice and structuring of lending, Trust and banking discussions in addition to their Investment Wealth.
Education:
- Post Graduate Diploma in Business Commerce or similar studies
Experience Required
- 3-4 years' experience in Personal and Private Banking within Wealth and Investments
- 3-4 years' experience in a retail environment which will provide the skills for client needs, relationships and the offerings from which to build on in wealth.
- 5-7 years relevant experience with specialist and technical knowledge in the financial services industry, preferably with relationship management experience in Wealth, Private Clients, Business Banking or Investment Banking
Standard Bank Group is a leading Africa-focused financial services group, and an innovative player on the global stage, that offers a variety of career-enhancing opportunities – plus the chance to work alongside some of the sector’s most talented, motivated professionals. Our clients range from individuals, to businesses of all sizes, high net worth families and large multinational corporates and institutions. We’re passionate about creating growth in Africa. Bringing true, meaningful value to our clients and the communities we serve and creating a real sense of purpose for you.
Behavioural Competencies:
- Adopting Practical Approaches
- Articulating Information
- Conveying Self-Confidence
- Developing Strategies
- Documenting Facts
Technical Competencies:
- Banking Process & Procedures
- Client Knowledge
- Client Servicing
- Customer Reception and Channelling
- Customer Understanding (Business Banking)
- Product Knowledge (Business Banking)