Business Segment: Personal & Private Banking
To be accountable for a portfolio of ultra high value clients and Family Office clients characterised by complex transactions, 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: Business Commerce
Experience Required
Wealth and Investment
Personal and Private Banking
8-10 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
- Adopting Practical Approaches
- Articulating Information
- Documenting Facts
- Empowering Individuals
- Examining Information
- Banking Process & Procedures
- Client Knowledge
- Cross and Up-Selling
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