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About the Role
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.
Requirements
- 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
Skills
- Banking Process & Procedures
- Client Knowledge
- Client Servicing
- Customer Reception and Channelling
- Customer Understanding (Business Banking)
- Product Knowledge (Business Banking)
- Adopting Practical Approaches
- Articulating Information
- Conveying Self-Confidence
- Developing Strategies
- Documenting Facts
Experience Level
- 3-4 years
- 5-7 years
Education Level
- Post Graduate Diploma in Business Commerce or similar studies
About the Company
- 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.