Job Description

To be accountable for a portfolio of High Net worth Clients, by providing sound financial advice regarding their long-term wealth, estate and offshore planning enabled by optimal service, integrating and coordinating all Standard Bank products, services and resources in order to maximise the value of the business relationship and ensure profitability for the Bank and the Client.

Qualifications

Type of Qualification: First Degree
Field of Study: Business Commerce
Type of Qualification: First Degree
Field of Study: Legal

Experience Required
Affluent Clients
Personal and Private Banking
5-7 years
The role requires relevant experience with specialist and technical knowledge in the financial services industry, in Wealth, Private Clients, Business Banking or Investment Banking. Experience in structuring business, personal as well as lending deals.

Additional Information

Behavioural Competencies:

Adopting Practical ApproachesDocumenting FactsEmpowering IndividualsExamining InformationExploring PossibilitiesFollowing ProceduresImpressing PeopleInteracting with PeoplePursuing GoalsTeam WorkingUnderstanding PeopleValuing Individuals

Technical Competencies:

Banking Process & ProceduresCross and Up-SellingCustomer Understanding ( Consumer Banking)Financial AnalysisMind of Customer ExperienceProduct Knowledge (Consumer Banking)