Job Description

Job Overview

Business Segment:

Personal & Private Banking

Location:

ZA, Western Cape, Capetown, Cl

Job Type:

Full-time

Job Ref ID:

80382623A-0001

Date Posted:

7/10/2025







Standard Bank Wealth and Investment (SBWI) is the high-net-worth wealth management division within Standard Bank and services individuals with the potential for investable assets in excess of USD1million.

To support the Wealth Managers within SBWI to maintain client assets under management and provide financial planning support To maintain a service-based relationship which is credible, trustworthy both internally and externally To support the Wealth Manager by assisting with the preparation of proposals / reviews / investment instructions from clients To facilitate the preparation and fulfilment of all investments / withdrawals / switches / top ups / reviews as requested by client or Wealth Manager

Qualifications



NQF 7 qualification



Post-graduate Diploma in Financial Planning qualification would be an advantage

Experience :

The job holder should have a minimum of 3 years' experience in a financial services environment, and

broad knowledge of the Bank's internal structures, policies and procedures, infrastructure and systems is an advantage



Additional Information

Behavioural Competencies:

Adopting Practical Approaches

Attention to detail and accuracy

Organising and prioritising work on a day to day basis

Adhere to deadlines

Relationship building skills

Ability to use initiative and plan accordingly

Technical Competencies:

Economic Analysis

Financial Acumen

Financial Analysis

Performance Benchmarking

Research

Please note:

All our recruitment processes comply with the applicable local laws and regulations. We will never ask for money or any from of payment as part of our recruitment process. If you experience this, please contact our Fraud line on +27 800222050 or TransactionFraudOpsSA@standardbank.co.za