Job Description

Job Overview

Business Segment:

Insurance & Asset Management

Location:

ZA, WC, Cape Town, 6 Vineyard Road

Job Type:

Full-time

Job Ref ID:

80405888A-0001

Date Posted:

7/10/2025







The incumbent is responsible for developing new client acquisition and organic client revenue growth strategies and targets at the beginning of the financial year.



Qualifications

Type of Qualification:

First Degree

Field of Study:

Finance

Type of Qualification:

First Degree

Field of Study:

Accounting

Industry relevant qualification such as CFA preferred,JSE Stockbroker

Registered Trader



Experience Required

10 years or more in Wealth Management and Investment Management

Experience in Portfolio Management/ equity analysis or equity sales, across both domestic and international markets, with a track record of successfully growing revenue streams

10 or more years in Customer service delivery.



Additional Information

Behavioural Competencies:

Challenging Ideas

Convincing People

Developing Expertise

Developing Strategies

Directing People

Embracing Change

Generating Ideas

Making Decisions

Providing Insights

Resolving Conflict

Taking Action

Understanding People

Technical Competencies:

Client Value Propositions

Coaching and Mentoring

Statistical and Mathematical Analysis

Client Retention

Active Investment Management

Performance benchmarking

Economic Analysis

Financial Management (Financial)

Investment Risk Awareness

Risk Reporting

Risk/ Reward Thinking

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