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 be accountable for a portfolio of High Net worth Clients, by providing bespoke financial advice regarding their long-term wealth, Investment Planning, Estate planning, enabled by optimal service, integrating and coordinating all Standard Bank products as well as approved third party solutions, services and resources in order to maximise the value of the business relationship and ensure profitability for the Bank and the Client.

Qualifications

Minimum Qualifications
Type of Qualification: First Degree
Field of Study: Business Commerce
Type of Qualification: Post Graduate Degree
Field of Study: Finance and Accounting

Experience Required
Wealth and Investment
Personal and Private Banking
5-7 years
The role requires relevant experience with specialist and technical knowledge in the financial services industry in Wealth Management in the HNW environment. Experience in Investment Planning, Retirement Planning, Estate Planning, Fiduciary Planning and structuring in the HNW space.

Additional Information

Behavioral Competencies:

• Adopting Practical Approaches
• Articulating Information
• Documenting Facts
• Empowering Individuals
• Examining Information

• Client Knowledge
• Financial Analysis
• Financial Planning
• Mind of Customer Experience
• Product Knowledge (Consumer Banking)

Standard Bank