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.
Job DescriptionTo develop and drive the Money Management & Advisory Corporate (Umbrella Funds) strategy into Business Banking. Enhance client experience and fee income by aggressively growing the client base via Ecosystem acquisitions and value-added client propositions. Take overall accountability by ensuring all sales, ongoing client management, client value propositions, risk management and financial targets are achieved. Manage and build the corporate coverage team to meet objectives.
Acts as Key Individual (KI) for Corporate and Pensions matters relating to Financial Advisory and Intermediary Services (FAIS). Ensures that all SBFC employee benefits staff are FAIS compliant.
QualificationsMinimum Qualification:
B.Com Degree in Wealth Management / Investment Management / Financial Planning (or any relevant qualification)RE 1: Key IndividualCertified Financial Planner (CFP Board)Experience Required:
5-7 years Experience in the Employee Benefits Industry in terms of FAIS for SBFC.5-7 years Experience in managing a team of financial planners.5-7 years Experience in acting as KI for a range of FAIS categories.Additional InformationBehavioural Competencies:
Articulating InformationDeveloping StrategiesEmbracing ChangeEmpowering IndividualsEstablishing RapportGenerating IdeasTechnical Competencies:
Business Acumen (Audit)Financial AcumenProduct and Services KnowledgeRisk ReportingRisk Response StrategyRisk/ Reward Thinking