Job Description

Company Description

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.



To define money management and financial wellness solutions for Personal and Private Banking South Africa (PPB SA). To drive a mind shift change from traditional product selling to assisting clients holistic financial wellness through integrating best practice money management principles across all CVPs, products and reward programmes for PPB SA

• Define market leading strategy for financial wellness in order to enable financial planning and advisory expertise across the business
• Develop financial wellness and coaching (staff and customers) concepts, philosophy and frameworks.
• Integrate money management principles across all CVPs, products and rewards for PPB SA
• Drive mindset change to promote financial wellness as a key driver of the business strategy
• Promote responsible lending through the provision of input into segment and product value propositions.
• Focus on shifting conversations to be more personal financial wellness based as opposed to selling a product.
• Assist in providing marketing and PR content related on Money Management and Financial Planning.
• Research and recommend alternative remuneration models and scorecards for frontline.
• Assists with scoping first-of-its-kind solutions and initiatives to deliver on the Money Management strategy - assists in leading from blue sky thinking to business-as-usual implementation.
• Demonstrates deep client understanding - challenges/struggles, behaviour shifts needed, ideal next steps, etc. across the PPBSA client segment continuum.
• Demonstrates Financial Planning and Advisory Expertise as well as a deep understanding of regulatory environment
• Leads on Business Cases & Strategic KPIs for the Business Unit
• Drives research initiatives - hypothesis formulation, scope, testing, etc.
• Provide formal and informal training content for upskilling of employees & frontline
• Provide guidance to coverage teams on how to operationalize financial wellness and advisory aspects of the CVP across client continuum.

Qualifications

Minimum Qualifications
Type of Qualification: First Degree
Field of Study: Business Commerce

Experience Required
Unayo
Business & Commercial Clients
More than 10 years
Experience in the development of value propositions in a financial services environment with a focus on financial wellness.

Additional Information

Behavioral Competencies:

• Adopting Practical Approaches
• Challenging Ideas
• Convincing People
• Exploring Possibilities
• Generating Ideas
• Interacting with People
• Making Decisions
• Providing Insights
• Pursuing Goals
• Resolving Conflict
• Seizing Opportunities
• Thinking Positively

Technical Competencies:

• Client Business Case
• Coaching and Mentoring
• Customer Understanding ( Consumer Banking)
• Mind of Customer Experience
• Performance Management
• Platform Management
• Strategy Definition

Standard Bank